Cherry Tree Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Cherry Tree Wealth Management’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	$8.72K	Buy	80 +56	+233%	+$6.54K	﹤0.01%	442
2025 Q4	$2.87K	Hold	24	–	–	﹤0.01%	513
2025 Q3	$2.88K	Hold	24	–	–	﹤0.01%	503
2025 Q2	$2.61K	Hold	24	–	–	﹤0.01%	518
2025 Q1	$2.37K	Hold	24	–	–	﹤0.01%	614
2024 Q4	$2.69K	Hold	24	–	–	﹤0.01%	520
2024 Q3	$2.4K	Hold	24	–	–	﹤0.01%	525
2024 Q2	$2.19K	Hold	24	–	–	﹤0.01%	509
2024 Q1	$2.21K	Hold	24	–	–	﹤0.01%	506
2023 Q4	$2.15K	Hold	24	–	–	﹤0.01%	499
2023 Q3	$1.93K	Hold	24	–	–	﹤0.01%	483
2023 Q2	$2.04K	Buy	+24	New	+$1.84K	﹤0.01%	492

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

Cherry Tree Wealth Management's XLY Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 233% in Q1 2026, buying an estimated $6.54K and bringing the position to 80 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Cherry Tree Wealth Management first reported a position in XLY in Q2 2023 and has held it in 12 quarters since. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Cherry Tree Wealth Management held 80 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $8.72K as of Q1 2026.
Cherry Tree Wealth Management bought 56 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $6.54K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #442 holding.
Cherry Tree Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.