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

Birchcreek 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	$875K	Buy	8,028 +680	+9%	+$79.5K	0.42%	43
2025 Q4	$877K	Sell	7,348 -5,040	-41%	-$598K	0.43%	43
2025 Q3	$1.48M	Sell	12,388 -144	-1%	-$16.5K	0.77%	25
2025 Q2	$1.36M	Buy	12,532 +1,836	+17%	+$188K	0.77%	26
2025 Q1	$1.06M	Buy	10,696 +938	+10%	+$102K	0.67%	29
2024 Q4	$1.09M	Sell	9,758 -1,904	-16%	-$204K	0.69%	29
2024 Q3	$1.17M	Sell	11,662 -15,136	-56%	-$1.41M	0.77%	31
2024 Q2	$2.44M	Sell	26,798 -3,286	-11%	-$292K	1.38%	16
2024 Q1	$2.77M	Buy	30,084 +664	+2%	+$59.1K	1.45%	15
2023 Q4	$2.63M	Buy	29,420 +486	+2%	+$40.3K	1.57%	16
2023 Q3	$2.33M	Buy	28,934 +6,748	+30%	+$571K	1.58%	16
2023 Q2	$1.88M	Buy	22,186 +6,968	+46%	+$534K	1.31%	18
2023 Q1	$1.14M	Buy	15,218 +3,164	+26%	+$227K	0.9%	32
2022 Q4	$778K	Buy	12,054 +464	+4%	+$32.4K	0.69%	43
2022 Q3	$825K	Sell	11,590 -1,132	-9%	-$88.6K	0.76%	38
2022 Q2	$875K	Buy	12,722 +2,430	+24%	+$191K	0.79%	37
2022 Q1	$952K	Buy	10,292 +2,836	+38%	+$260K	0.84%	30
2021 Q4	$762K	Buy	7,456 +344	+5%	+$34.3K	0.66%	39
2021 Q3	$638K	Sell	7,112 -140	-2%	-$12.7K	0.6%	47
2021 Q2	$647K	Sell	7,252 -414	-5%	-$36.1K	0.62%	43
2021 Q1	$644K	Sell	7,666 -534	-7%	-$44.4K	0.68%	39
2020 Q4	$659K	Buy	+8,200	New	+$632K	0.65%	40

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

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

Birchcreek Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.3% in Q1 2026, buying an estimated $79.5K and bringing the position to 8,028 shares worth $875K. The position accounts for 0.42% of the portfolio, ranked #43.

Birchcreek Wealth Management first reported a position in XLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.77M in Q1 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Birchcreek Wealth Management held 8,028 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $875K as of Q1 2026.
Birchcreek Wealth Management bought 680 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $79.5K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.42% of Birchcreek Wealth Management's portfolio in Q1 2026, its #43 holding.
Birchcreek Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Birchcreek Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.77M in Q1 2024.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.