Byrne Financial Freedom’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Byrne Financial Freedom’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	$969K	Sell	8,892 -642	-7%	-$75K	0.46%	39
2025 Q4	$1.14M	Sell	9,534 -114	-1%	-$13.5K	0.52%	42
2025 Q3	$1.16M	Sell	9,648 -8,580	-47%	-$982K	0.58%	37
2025 Q2	$1.98M	Buy	18,228 +1,092	+6%	+$112K	0.99%	28
2025 Q1	$1.69M	Buy	17,136 +436	+3%	+$47.3K	0.96%	27
2024 Q4	$1.87M	Buy	+16,700	New	+$1.79M	0.83%	33

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

Byrne Financial Freedom's XLY Position: Q1 2026 in Review

Byrne Financial Freedom reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6.7% in Q1 2026, selling an estimated $75K and leaving 8,892 shares worth $969K. The position accounts for 0.46% of the portfolio, ranked #39.

Byrne Financial Freedom first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.98M in Q2 2025. 1,283 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Byrne Financial Freedom held 8,892 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $969K as of Q1 2026.
Byrne Financial Freedom sold 642 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $75K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.46% of Byrne Financial Freedom's portfolio in Q1 2026, its #39 holding.
Byrne Financial Freedom first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Byrne Financial Freedom's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.98M in Q2 2025.
1,283 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.