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

Burling Wealth 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 Q2	$213K	Buy	+1,814	New	+$212K	0.03%	178
2026 Q1	–	Sell	-1,814	Closed	-$217K	–	188
2025 Q4	$217K	Hold	1,814	–	–	0.03%	179
2025 Q3	$217K	Buy	+1,814	New	+$208K	0.04%	173
2025 Q1	–	Sell	-1,800	Closed	-$202K	–	169
2024 Q4	$202K	Buy	+1,800	New	+$193K	0.04%	163

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

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

Burling Wealth Partners's XLY Position: Q2 2026 in Review

Burling Wealth Partners opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,814 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #178 among its holdings. This is a return to the name: Burling Wealth Partners previously reported a position in XLY as recently as Q4 2025.

Burling Wealth Partners first reported a position in XLY in Q4 2024 and has held it in 4 quarters since. The position peaked at $217K in Q3 2025. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Burling Wealth Partners held 1,814 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $213K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Burling Wealth Partners position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Burling Wealth Partners's portfolio in Q2 2026, its #178 holding.
Burling Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
Burling Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $217K in Q3 2025.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.