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
2026 Q1	–	Sell	-30,000	Closed	-$3.58M	–	4050
2025 Q4	$3.58M	Hold	30,000	–	–	﹤0.01%	1461
2025 Q3	$3.59M	Sell	30,000 -50,000	-63%	-$5.72M	﹤0.01%	1441
2025 Q2	$8.69M	Hold	80,000	–	–	﹤0.01%	1038
2025 Q1	$7.9M	Buy	+80,000	New	+$8.68M	﹤0.01%	1019
2024 Q2	–	Sell	-200,000	Closed	-$18.4M	–	4293
2024 Q1	$18.4M	Hold	200,000	–	–	0.01%	757
2023 Q4	$18.1M	Sell	200,000 -20,000	-9%	-$1.66M	0.01%	820
2023 Q3	$19M	Sell	220,000 -480,000	-69%	-$40.6M	0.01%	732
2023 Q2	$59.5M	Buy	700,000 +500,000	+250%	+$38.3M	0.02%	354
2023 Q1	$15M	Buy	+200,000	New	+$14.3M	0.01%	775
2022 Q3	–	Sell	-124,000	Closed	-$8.93K	–	4459
2022 Q2	$8.93K	Buy	+124,000	New	+$9.77M	﹤0.01%	1119
2021 Q1	–	Sell	-257,400	Closed	-$21.3M	–	5382
2020 Q4	$21.3M	Buy	257,400 +24,000	+10%	+$1.85M	0.01%	677
2020 Q3	$17.2M	Buy	+233,400	New	+$16.5M	0.01%	638
2020 Q1	–	Sell	-849,600	Closed	-$53.3M	–	4795
2019 Q4	$53.3M	Buy	+849,600	New	+$51.7M	0.04%	380
2017 Q1	–	Sell	-542,600	Closed	-$22.2M	–	4217
2016 Q4	$22.2M	Buy	+542,600	New	+$21.9M	0.02%	515
2014 Q3	–	Sell	-100,000	Closed	-$3.34M	–	4449
2014 Q2	$3.34M	Buy	+100,000	New	+$3.24M	﹤0.01%	1240
2013 Q4	–	Sell	-80,000	Closed	-$2.42M	–	3951
2013 Q3	$2.42M	Buy	+80,000	New	+$2.37M	﹤0.01%	1074

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.