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

Chesapeake 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	$2.7M	Sell	24,802 -868	-3%	-$101K	0.83%	38
2025 Q4	$3.07M	Buy	25,670 +1,152	+5%	+$137K	0.91%	33
2025 Q3	$2.94M	Buy	24,518 +944	+4%	+$108K	0.9%	33
2025 Q2	$2.56M	Buy	23,574 +1,686	+8%	+$172K	0.85%	37
2025 Q1	$2.16M	Sell	21,888 -390	-2%	-$42.3K	0.77%	41
2024 Q4	$2.5M	Sell	22,278 -1,014	-4%	-$108K	0.86%	39
2024 Q3	$2.33M	Sell	23,292 -2,420	-9%	-$226K	0.8%	44
2024 Q2	$2.34M	Sell	25,712 -448	-2%	-$39.8K	0.85%	40
2024 Q1	$2.41M	Buy	26,160 +304	+1%	+$27.1K	0.88%	41
2023 Q4	$2.31M	Sell	25,856 -442	-2%	-$36.6K	0.89%	37
2023 Q3	$2.12M	Sell	26,298 -50	-0.2%	-$4.23K	0.88%	36
2023 Q2	$2.24M	Buy	26,348 +238	+0.9%	+$18.2K	0.88%	36
2023 Q1	$1.95M	Sell	26,110 -1,084	-4%	-$77.7K	0.81%	37
2022 Q4	$1.76M	Sell	27,194 -442	-2%	-$30.8K	0.77%	39
2022 Q3	$1.97M	Sell	27,636 -1,374	-5%	-$107K	0.9%	31
2022 Q2	$1.99M	Buy	29,010 +4,246	+17%	+$335K	0.85%	32
2022 Q1	$2.29M	Buy	24,764 +1,262	+5%	+$116K	0.83%	30
2021 Q4	$2.4M	Buy	23,502 +384	+2%	+$38.2K	0.81%	28
2021 Q3	$2.07M	Sell	23,118 -2,712	-10%	-$246K	0.74%	32
2021 Q2	$2.31M	Buy	25,830 +496	+2%	+$43.2K	0.75%	29
2021 Q1	$2.13M	Buy	25,334 +3,300	+15%	+$275K	0.71%	29
2020 Q4	$1.77M	Sell	22,034 -138	-0.6%	-$10.6K	0.6%	39
2020 Q3	$1.63M	Sell	22,172 -276	-1%	-$19.5K	0.61%	40
2020 Q2	$1.43M	Sell	22,448 -3,514	-14%	-$207K	0.57%	43
2020 Q1	$1.27M	Sell	25,962 -5,960	-19%	-$352K	0.59%	40
2019 Q4	$2M	Sell	31,922 -684	-2%	-$41.6K	0.77%	30
2019 Q3	$1.97M	Buy	32,606 +766	+2%	+$46.2K	0.8%	29
2019 Q2	$1.9M	Buy	31,840 +1,900	+6%	+$111K	0.79%	30
2019 Q1	$1.71M	Sell	29,940 -396	-1%	-$21.5K	0.75%	30
2018 Q4	$1.5M	Sell	30,336 -152	-0.5%	-$8.04K	0.74%	31
2018 Q3	$1.79M	Buy	30,488 +2,098	+7%	+$119K	0.79%	29
2018 Q2	$1.55M	Sell	28,390 -1,754	-6%	-$92.7K	0.72%	37
2018 Q1	$1.53M	Buy	+30,144	New	+$1.57M	0.7%	42

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

Chesapeake Wealth Management's XLY Position: Q1 2026 in Review

Chesapeake Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.4% in Q1 2026, selling an estimated $101K and leaving 24,802 shares worth $2.7M. The position accounts for 0.83% of the portfolio, ranked #38.

Chesapeake Wealth Management first reported a position in XLY in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.07M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Chesapeake Wealth Management held 24,802 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.7M as of Q1 2026.
Chesapeake Wealth Management sold 868 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $101K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.83% of Chesapeake Wealth Management's portfolio in Q1 2026, its #38 holding.
Chesapeake Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
Chesapeake Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.07M 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 Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.