Beacon Bridge Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-6,465
Closed -$772K 107
2025
Q4
$772K Buy
+6,465
New +$767K 0.26% 62
2025
Q2
Sell
-7,814
Closed -$771K 93
2025
Q1
$771K Buy
7,814
+158
+2% +$17.1K 0.33% 51
2024
Q4
$859K Buy
+7,656
New +$819K 0.36% 53
2024
Q3
Sell
-4,522
Closed -$412K 99
2024
Q2
$412K Buy
4,522
+656
+17% +$58.3K 0.19% 69
2024
Q1
$355K Sell
3,866
-56
-1% -$4.99K 0.17% 72
2023
Q4
$351K Buy
+3,922
New +$325K 0.18% 68

Other funds holding XLY

Beacon Bridge Wealth Partners's XLY Position: Q1 2026 in Review

Beacon Bridge Wealth Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 6,465 shares — an estimated $772K sold.

Beacon Bridge Wealth Partners first reported a position in XLY in Q4 2023 and held it in 6 quarters. The position peaked at $859K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Beacon Bridge Wealth Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 6,465 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $772K.
  • Beacon Bridge Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and held it in 6 quarters.
  • Beacon Bridge Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $859K in Q4 2024.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.