Bartlett & Co Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bartlett & Co Wealth Management's XLY Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.46% in Q2 2026, selling an estimated $36.8K and leaving 67,664 shares worth $7.94M. The position accounts for 0.1% of the portfolio, ranked #118.

Bartlett & Co Wealth Management first reported a position in XLY in Q1 2018 and has held it in 34 quarters since. The position peaked at $8.33M in Q3 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

• Bartlett & Co Wealth Management held 67,664 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $7.94M as of Q2 2026.
• Bartlett & Co Wealth Management sold 315 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $36.8K.
• State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #118 holding.
• Bartlett & Co Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and has held it in 34 quarters since.
• Bartlett & Co Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.33M in Q3 2025.
• 1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.