Bedell Frazier Investment Counselling’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bedell Frazier Investment Counselling’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	$439K	Sell	4,024 -497	-11%	-$58.1K	0.09%	91
2025 Q4	$540K	Buy	4,521 +1,961	+77%	+$233K	0.1%	90
2025 Q3	$307K	Buy	2,560 +644	+34%	+$73.7K	0.06%	108
2025 Q2	$208K	Buy	+1,916	New	+$196K	0.05%	107
2025 Q1	–	Sell	-1,972	Closed	-$221K	–	114
2024 Q4	$221K	Buy	+1,972	New	+$211K	0.05%	104
2023 Q3	–	Sell	-2,408	Closed	-$204K	–	94
2023 Q2	$204K	Sell	2,408 -650	-21%	-$49.8K	0.06%	87
2023 Q1	$229K	Sell	3,058 -4,084	-57%	-$293K	0.07%	88
2022 Q4	$461K	Buy	+7,142	New	+$498K	0.12%	79
2022 Q1	–	Sell	-6,938	Closed	-$709K	–	103
2021 Q4	$709K	Buy	+6,938	New	+$691K	0.17%	67

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 $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Bedell Frazier Investment Counselling's XLY Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 11% in Q1 2026, selling an estimated $58.1K and leaving 4,024 shares worth $439K. The position accounts for 0.09% of the portfolio, ranked #91.

Bedell Frazier Investment Counselling first reported a position in XLY in Q4 2021 and has held it in 9 quarters since. The position peaked at $709K in Q4 2021. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Bedell Frazier Investment Counselling held 4,024 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $439K as of Q1 2026.
Bedell Frazier Investment Counselling sold 497 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $58.1K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #91 holding.
Bedell Frazier Investment Counselling first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 9 quarters since.
Bedell Frazier Investment Counselling's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $709K in Q4 2021.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.