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 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 $1.37T 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

Burling Wealth Partners's XLY Position: Q1 2026 in Review

Burling Wealth Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 1,814 shares — an estimated $217K sold.

Burling Wealth Partners first reported a position in XLY in Q4 2024 and held it in 3 quarters. The position peaked at $217K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Burling Wealth Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Burling Wealth Partners sold 1,814 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $217K.
Burling Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
Burling Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $217K in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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