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

Bernard 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	$872	Hold	8	–	–	﹤0.01%	313
2025 Q4	$956	Hold	8	–	–	﹤0.01%	304
2025 Q3	$959	Buy	+8	New	+$915	﹤0.01%	293

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bernard Wealth Management's XLY Position: Q1 2026 in Review

Bernard Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 8 shares worth $872. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Bernard Wealth Management first reported a position in XLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $959 in Q3 2025. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Bernard Wealth Management held 8 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $872 as of Q1 2026.
Bernard 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 ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #313 holding.
Bernard Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
Bernard Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $959 in Q3 2025.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.