Beacon Pointe Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Beacon Pointe Advisors’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	$4.02M	Buy	36,878 +3,977	+12%	+$465K	0.02%	527
2025 Q4	$3.93M	Buy	32,901 +7,897	+32%	+$936K	0.03%	447
2025 Q3	$3M	Buy	25,004 +3,362	+16%	+$385K	0.03%	458
2025 Q2	$2.35M	Buy	21,642 +2,582	+14%	+$264K	0.02%	458
2025 Q1	$1.88M	Sell	19,060 -5,678	-23%	-$616K	0.02%	474
2024 Q4	$2.77M	Sell	24,738 -1,630	-6%	-$174K	0.03%	389
2024 Q3	$2.64M	Sell	26,368 -4,868	-16%	-$455K	0.03%	413
2024 Q2	$2.85M	Sell	31,236 -5,284	-14%	-$469K	0.03%	410
2024 Q1	$3.36M	Sell	36,520 -24,424	-40%	-$2.17M	0.04%	379
2023 Q4	$5.45M	Buy	60,944 +1,850	+3%	+$153K	0.07%	262
2023 Q3	$4.76M	Buy	59,094 +24,576	+71%	+$2.08M	0.06%	274
2023 Q2	$2.93M	Sell	34,518 -374	-1%	-$28.6K	0.05%	311
2023 Q1	$2.61M	Buy	34,892 +5,794	+20%	+$415K	0.04%	337
2022 Q4	$1.88M	Buy	29,098 +19,804	+213%	+$1.38M	0.04%	368
2022 Q3	$665K	Sell	9,294 -368	-4%	-$28.8K	0.01%	565
2022 Q2	$664K	Sell	9,662 -1,264	-12%	-$99.6K	0.01%	578
2022 Q1	$1.01M	Buy	10,926 +596	+6%	+$54.6K	0.01%	618
2021 Q4	$1.06M	Sell	10,330 -476	-4%	-$47.4K	0.03%	373
2021 Q3	$970K	Sell	10,806 -450	-4%	-$40.9K	0.02%	415
2021 Q2	$1M	Buy	11,256 +178	+2%	+$15.5K	0.04%	337
2021 Q1	$936K	Sell	11,078 -666	-6%	-$55.4K	0.06%	217
2020 Q4	$941K	Sell	11,744 -412	-3%	-$31.8K	0.06%	205
2020 Q3	$894K	Sell	12,156 -2,248	-16%	-$159K	0.09%	176
2020 Q2	$918K	Buy	+14,404	New	+$849K	0.09%	172
2020 Q1	–	Sell	-3,590	Closed	-$226K	–	319
2019 Q4	$226K	Buy	+3,590	New	+$218K	0.07%	200
2019 Q3	–	Sell	-4,190	Closed	-$249K	–	207
2019 Q2	$249K	Buy	+4,190	New	+$245K	0.09%	170

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

Beacon Pointe Advisors's XLY Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 12% in Q1 2026, buying an estimated $465K and bringing the position to 36,878 shares worth $4.02M. The position accounts for 0.02% of the portfolio, ranked #527.

Beacon Pointe Advisors first reported a position in XLY in Q2 2019 and has held it in 26 quarters since. The position peaked at $5.45M in Q4 2023. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Beacon Pointe Advisors held 36,878 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.02M as of Q1 2026.
Beacon Pointe Advisors bought 3,977 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $465K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #527 holding.
Beacon Pointe Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2019 and has held it in 26 quarters since.
Beacon Pointe Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.45M in Q4 2023.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.