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

Bartlett & Co Wealth Management’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	$8M	Hold	67,979	–	–	0.1%	115
2025 Q4	$8.12M	Sell	67,979 -1,521	-2%	-$180K	0.11%	114
2025 Q3	$8.33M	Sell	69,500 -2,066	-3%	-$236K	0.11%	114
2025 Q2	$7.78M	Buy	71,566 +202	+0.3%	+$20.7K	0.11%	111
2025 Q1	$7.05M	Sell	71,364 -342	-0.5%	-$37.1K	0.1%	115
2024 Q4	$8.04M	Sell	71,706 -20	-0%	-$2.14K	0.12%	111
2024 Q3	$7.19M	Sell	71,726 -2,808	-4%	-$262K	0.1%	116
2024 Q2	$6.8M	Sell	74,534 -1,220	-2%	-$108K	0.1%	117
2024 Q1	$6.97M	Sell	75,754 -2,578	-3%	-$230K	0.11%	119
2023 Q4	$7.05M	Sell	78,332 -2,354	-3%	-$195K	0.11%	117
2023 Q3	$6.49M	Sell	80,686 -462	-0.6%	-$39.1K	0.12%	116
2023 Q2	$6.89M	Sell	81,148 -206	-0.3%	-$15.8K	0.12%	117
2023 Q1	$6.08M	Sell	81,354 -3,822	-4%	-$274K	0.12%	118
2022 Q4	$5.5M	Buy	85,176 +23,382	+38%	+$1.63M	0.11%	124
2022 Q3	$4.4M	Buy	61,794 +1,516	+3%	+$119K	0.09%	132
2022 Q2	$4.14M	Buy	60,278 +6,360	+12%	+$501K	0.08%	136
2022 Q1	$4.99M	Hold	53,918	–	–	0.09%	132
2021 Q4	$5.51M	Hold	53,918	–	–	0.09%	129
2021 Q3	$4.84M	Hold	53,918	–	–	0.09%	126
2021 Q2	$4.81M	Hold	53,918	–	–	0.09%	127
2021 Q1	$4.53M	Sell	53,918 -144	-0.3%	-$12K	0.09%	131
2020 Q4	$4.35M	Sell	54,062 -156	-0.3%	-$12K	0.09%	130
2020 Q3	$3.98M	Sell	54,218 -520	-0.9%	-$36.8K	0.09%	131
2020 Q2	$3.5M	Buy	54,738 +1,000	+2%	+$59K	0.09%	133
2020 Q1	$2.64M	Hold	53,738	–	–	0.08%	142
2019 Q4	$3.37M	Hold	53,738	–	–	0.08%	138
2019 Q3	$3.24M	Hold	53,738	–	–	0.09%	137
2019 Q2	$3.2M	Hold	53,738	–	–	0.12%	103
2019 Q1	$3.06M	Hold	53,738	–	–	0.12%	108
2018 Q4	$2.66M	Buy	53,738 +1,464	+3%	+$77.4K	0.11%	111
2018 Q3	$3.06M	Hold	52,274	–	–	0.11%	106
2018 Q2	$2.86M	Sell	52,274 -122	-0.2%	-$6.45K	0.12%	104
2018 Q1	$2.65M	Buy	+52,396	New	+$2.73M	0.11%	107

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 $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Bartlett & Co Wealth Management's XLY Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 67,979 shares worth $8M. The position accounts for 0.1% of the portfolio, ranked #115.

Bartlett & Co Wealth Management first reported a position in XLY in Q1 2018 and has held it in 33 quarters since. The position peaked at $8.33M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Bartlett & Co Wealth Management held 67,979 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $8M as of Q1 2026.
Bartlett & Co Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #115 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 33 quarters since.
Bartlett & Co Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.33M in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.