Brinker Capital Investments’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Brinker Capital Investments’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	$1.02M	Sell	9,370 -7,173	-43%	-$838K	0.01%	1105
2025 Q4	$1.98M	Buy	16,543 +2,377	+17%	+$282K	0.01%	853
2025 Q3	$1.7M	Buy	14,166 +402	+3%	+$46K	0.01%	926
2025 Q2	$1.5M	Buy	13,764 +1,416	+11%	+$145K	0.01%	952
2025 Q1	$1.22M	Sell	12,348 -1,150	-9%	-$125K	0.01%	972
2024 Q4	$1.51M	Buy	13,498 +532	+4%	+$56.9K	0.02%	828
2024 Q3	$1.3M	Sell	12,966 -6,064	-32%	-$567K	0.01%	909
2024 Q2	$1.74M	Sell	19,030 -1,038	-5%	-$92.2K	0.02%	713
2024 Q1	$1.85M	Buy	20,068 +4,900	+32%	+$436K	0.02%	692
2023 Q4	$1.33M	Sell	15,168 -8,372	-36%	-$693K	0.02%	817
2023 Q3	$1.89M	Buy	23,540 +680	+3%	+$57.5K	0.02%	637
2023 Q2	$1.94M	Buy	22,860 +1,496	+7%	+$115K	0.02%	667
2023 Q1	$1.6M	Buy	21,364 +13,478	+171%	+$966K	0.02%	684
2022 Q4	$509K	Hold	7,886	–	–	0.01%	970
2022 Q3	$562K	Sell	7,886 -122	-2%	-$9.54K	0.01%	906
2022 Q2	$550K	Sell	8,008 -108	-1%	-$8.51K	0.01%	949
2022 Q1	$751K	Buy	8,116 +542	+7%	+$49.6K	0.01%	899
2021 Q4	$774K	Buy	+7,574	New	+$754K	0.01%	915
2019 Q3	–	Sell	-13,048	Closed	-$778K	–	971
2019 Q2	$778K	Buy	13,048 +9,652	+284%	+$565K	0.02%	279
2019 Q1	$193K	Buy	+3,396	New	+$184K	0.01%	347
2017 Q1	–	Sell	-138	Closed	-$6K	–	515
2016 Q4	$6K	Buy	+138	New	+$5.57K	﹤0.01%	426
2015 Q1	–	Sell	-88,000	Closed	-$3.17M	–	477
2014 Q4	$3.17M	Buy	+88,000	New	+$3.02M	0.12%	127

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

Brinker Capital Investments's XLY Position: Q1 2026 in Review

Brinker Capital Investments reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 43% in Q1 2026, selling an estimated $838K and leaving 9,370 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1105.

Brinker Capital Investments first reported a position in XLY in Q4 2014 and has held it in 22 quarters since. The position peaked at $3.17M in Q4 2014. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Brinker Capital Investments held 9,370 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.02M as of Q1 2026.
Brinker Capital Investments sold 7,173 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $838K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1105 holding.
Brinker Capital Investments first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and has held it in 22 quarters since.
Brinker Capital Investments's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.17M in Q4 2014.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.