BBR Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

BBR Partners’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	$452K	Hold	4,146	–	–	0.03%	168
2025 Q4	$495K	Buy	4,146 +1,950	+89%	+$231K	0.03%	166
2025 Q3	$263K	Hold	2,196	–	–	0.02%	222
2025 Q2	$239K	Hold	2,196	–	–	0.01%	211
2025 Q1	$217K	Hold	2,196	–	–	0.02%	214
2024 Q4	$246K	Hold	2,196	–	–	0.02%	209
2024 Q3	$220K	Hold	2,196	–	–	0.02%	214
2024 Q2	$200K	Hold	2,196	–	–	0.02%	200
2024 Q1	$202K	Buy	+2,196	New	+$196K	0.02%	235

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

BBR Partners's XLY Position: Q1 2026 in Review

BBR Partners held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 4,146 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #168.

BBR Partners first reported a position in XLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $495K in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

BBR Partners held 4,146 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $452K as of Q1 2026.
BBR Partners 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 0.03% of BBR Partners's portfolio in Q1 2026, its #168 holding.
BBR Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
BBR Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $495K in Q4 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.