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

Blue Bell Private 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	–	Sell	-802	Closed	-$95.8K	–	781
2025 Q4	$95.8K	Sell	802 -64	-7%	-$7.59K	0.01%	333
2025 Q3	$104K	Buy	866 +26	+3%	+$2.98K	0.02%	317
2025 Q2	$91.3K	Sell	840 -64	-7%	-$6.54K	0.02%	318
2025 Q1	$89.3K	Buy	904 +8	+0.9%	+$868	0.02%	302
2024 Q4	$101K	Hold	896	–	–	0.02%	274
2024 Q3	$89.8K	Sell	896 -22	-2%	-$2.06K	0.02%	287
2024 Q2	$83.7K	Sell	918 -262	-22%	-$23.3K	0.02%	295
2024 Q1	$108K	Sell	1,180 -120	-9%	-$10.7K	0.02%	255
2023 Q4	$116K	Buy	1,300 +1,122	+630%	+$92.9K	0.03%	219
2023 Q3	$14.3K	Hold	178	–	–	﹤0.01%	395
2023 Q2	$15.1K	Sell	178 -190	-52%	-$14.5K	﹤0.01%	379
2023 Q1	$27.5K	Hold	368	–	–	0.01%	286
2022 Q4	$23.8K	Hold	368	–	–	0.01%	292
2022 Q3	$26K	Hold	368	–	–	0.01%	273
2022 Q2	$25K	Hold	368	–	–	0.01%	291
2022 Q1	$34K	Hold	368	–	–	0.01%	261
2021 Q4	$38K	Hold	368	–	–	0.01%	231
2021 Q3	$33K	Sell	368 -26	-7%	-$2.36K	0.01%	115
2021 Q2	$35K	Buy	394 +230	+140%	+$20K	0.01%	116
2021 Q1	$14K	Hold	164	–	–	﹤0.01%	137
2020 Q4	$10K	Hold	164	–	–	﹤0.01%	145
2020 Q3	$12K	Hold	164	–	–	﹤0.01%	135
2020 Q2	$10K	Hold	164	–	–	﹤0.01%	171
2020 Q1	$8K	Hold	164	–	–	﹤0.01%	156
2019 Q4	$10K	Hold	164	–	–	﹤0.01%	156
2019 Q3	$10K	Hold	164	–	–	﹤0.01%	148
2019 Q2	$10K	Hold	164	–	–	﹤0.01%	151
2019 Q1	$9K	Hold	164	–	–	﹤0.01%	155
2018 Q4	$8K	Hold	164	–	–	﹤0.01%	170
2018 Q3	$10K	Hold	164	–	–	﹤0.01%	167
2018 Q2	$9K	Hold	164	–	–	﹤0.01%	170
2018 Q1	$8K	Hold	164	–	–	﹤0.01%	184
2017 Q4	$8K	Hold	164	–	–	﹤0.01%	189
2017 Q3	$7K	Hold	164	–	–	﹤0.01%	192
2017 Q2	$7K	Hold	164	–	–	﹤0.01%	196
2017 Q1	$7K	Hold	164	–	–	﹤0.01%	195
2016 Q4	$7K	Hold	164	–	–	﹤0.01%	209
2016 Q3	$7K	Hold	164	–	–	﹤0.01%	371
2016 Q2	$7K	Hold	164	–	–	﹤0.01%	376
2016 Q1	$6K	Hold	164	–	–	﹤0.01%	388
2015 Q4	$6K	Hold	164	–	–	﹤0.01%	396
2015 Q3	$6K	Hold	164	–	–	﹤0.01%	397
2015 Q2	$6K	Hold	164	–	–	﹤0.01%	388
2015 Q1	$6K	Hold	164	–	–	﹤0.01%	386
2014 Q4	$5K	Hold	164	–	–	﹤0.01%	402
2014 Q3	$5K	Hold	164	–	–	﹤0.01%	415
2014 Q2	$5K	Hold	164	–	–	﹤0.01%	382
2014 Q1	$5K	Hold	164	–	–	﹤0.01%	361
2013 Q4	$5K	Buy	+164	New	+$5.22K	﹤0.01%	378

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

Blue Bell Private Wealth Management's XLY Position: Q1 2026 in Review

Blue Bell Private Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 802 shares — an estimated $95.8K sold.

Blue Bell Private Wealth Management first reported a position in XLY in Q4 2013 and held it in 49 quarters. The position peaked at $116K in Q4 2023. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Blue Bell Private Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Blue Bell Private Wealth Management sold 802 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $95.8K.
Blue Bell Private Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and held it in 49 quarters.
Blue Bell Private Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $116K in Q4 2023.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.