Broadleaf Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Broadleaf Partners’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	$287K	Hold	2,632	–	–	0.07%	71
2025 Q4	$314K	Hold	2,632	–	–	0.07%	70
2025 Q3	$315K	Hold	2,632	–	–	0.07%	69
2025 Q2	$286K	Hold	2,632	–	–	0.06%	74
2025 Q1	$260K	Hold	2,632	–	–	0.07%	73
2024 Q4	$295K	Hold	2,632	–	–	0.07%	68
2024 Q3	$264K	Hold	2,632	–	–	0.06%	75
2024 Q2	$240K	Hold	2,632	–	–	0.06%	75
2024 Q1	$242K	Hold	2,632	–	–	0.06%	76
2023 Q4	$235K	Hold	2,632	–	–	0.07%	75
2023 Q3	$212K	Hold	2,632	–	–	0.07%	68
2023 Q2	$223K	Buy	+2,632	New	+$202K	0.07%	71
2022 Q2	–	Sell	-2,632	Closed	-$243K	–	71
2022 Q1	$243K	Hold	2,632	–	–	0.08%	65
2021 Q4	$269K	Hold	2,632	–	–	0.08%	65
2021 Q3	$236K	Hold	2,632	–	–	0.08%	70
2021 Q2	$235K	Hold	2,632	–	–	0.08%	71
2021 Q1	$221K	Hold	2,632	–	–	0.08%	69
2020 Q4	$212K	Buy	+2,632	New	+$203K	0.08%	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 $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

Broadleaf Partners's XLY Position: Q1 2026 in Review

Broadleaf Partners held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 2,632 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #71.

Broadleaf Partners first reported a position in XLY in Q4 2020 and has held it in 18 quarters since. The position peaked at $315K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Broadleaf Partners held 2,632 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $287K as of Q1 2026.
Broadleaf Partners 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 0.07% of Broadleaf Partners's portfolio in Q1 2026, its #71 holding.
Broadleaf Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
Broadleaf Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $315K in Q3 2025.
1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.