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

Cerity 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	$24.1M	Sell	221,474 -10,270	-4%	-$1.2M	0.03%	386
2025 Q4	$27.7M	Buy	231,744 +191,684	+478%	+$22.7M	0.04%	337
2025 Q3	$4.8M	Sell	40,060 -682	-2%	-$78K	0.01%	872
2025 Q2	$4.43M	Buy	40,742 +4,576	+13%	+$468K	0.01%	863
2025 Q1	$3.57M	Sell	36,166 -5,134	-12%	-$557K	0.01%	863
2024 Q4	$4.63M	Buy	41,300 +5,278	+15%	+$564K	0.01%	746
2024 Q3	$3.61M	Buy	36,022 +11,274	+46%	+$1.05M	0.01%	846
2024 Q2	$2.26M	Buy	24,748 +5,844	+31%	+$519K	0.01%	860
2024 Q1	$1.74M	Sell	18,904 -1,382	-7%	-$123K	﹤0.01%	1040
2023 Q4	$1.81M	Buy	20,286 +10,890	+116%	+$902K	0.01%	795
2023 Q3	$756K	Sell	9,396 -9,102	-49%	-$770K	﹤0.01%	835
2023 Q2	$1.57M	Buy	18,498 +5,856	+46%	+$448K	0.01%	787
2023 Q1	$944K	Sell	12,642 -2,588	-17%	-$186K	﹤0.01%	1004
2022 Q4	$983K	Buy	15,230 +8,438	+124%	+$588K	0.01%	694
2022 Q3	$484K	Buy	6,792 +430	+7%	+$33.6K	0.01%	725
2022 Q2	$437K	Buy	6,362 +3,546	+126%	+$279K	﹤0.01%	786
2022 Q1	$261K	Sell	2,816 -5,098	-64%	-$467K	﹤0.01%	780
2021 Q4	$809K	Buy	+7,914	New	+$788K	0.01%	474

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

Cerity Partners's XLY Position: Q1 2026 in Review

Cerity Partners reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.4% in Q1 2026, selling an estimated $1.2M and leaving 221,474 shares worth $24.1M. The position accounts for 0.03% of the portfolio, ranked #386.

Cerity Partners first reported a position in XLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $27.7M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Cerity Partners held 221,474 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $24.1M as of Q1 2026.
Cerity Partners sold 10,270 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $1.2M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Cerity Partners's portfolio in Q1 2026, its #386 holding.
Cerity Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Cerity Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $27.7M in Q4 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.