Bank of Montreal’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bank of Montreal’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-30,000	Closed	-$3.59M	–	3870
2025 Q3	$3.59M	Buy	+30,000	New	+$3.43M	﹤0.01%	1440
2024 Q1	–	Sell	-600	Closed	-$54.3K	–	4395
2023 Q4	$54.3K	Hold	600	–	–	﹤0.01%	3539
2023 Q3	$51.8K	Hold	600	–	–	﹤0.01%	3424
2023 Q2	$51K	Hold	600	–	–	﹤0.01%	3597
2023 Q1	$44.9K	Buy	+600	New	+$43K	﹤0.01%	3389
2021 Q2	–	Sell	-700,000	Closed	-$61M	–	4981
2021 Q1	$61M	Buy	700,000 +366,000	+110%	+$30.4M	0.04%	365
2020 Q4	$27.7M	Buy	334,000 +324,000	+3,240%	+$25M	0.02%	586
2020 Q3	$737K	Sell	10,000 -584,000	-98%	-$41.3M	﹤0.01%	2130
2020 Q2	$39.1M	Buy	+594,000	New	+$35M	0.04%	386
2020 Q1	–	Sell	-1,300,000	Closed	-$81.5M	–	4794
2019 Q4	$81.5M	Sell	1,300,000 -100,000	-7%	-$6.08M	0.06%	290
2019 Q3	$84.5M	Buy	+1,400,000	New	+$84.4M	0.07%	234

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of Montreal's XLY Position: Q1 2026 in Review

Bank of Montreal increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 13% in Q1 2026, buying an estimated $2.81M and bringing the position to 214,510 shares worth $23.4M. The position accounts for 0.01% of the portfolio, ranked #789.

Bank of Montreal first reported a position in XLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $110M in Q4 2023. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Bank of Montreal held 214,510 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $23.4M as of Q1 2026.
Bank of Montreal bought 24,037 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $2.81M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #789 holding.
Bank of Montreal first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $110M in Q4 2023.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.