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

Cranbrook 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	$161K	Buy	1,481 +103	+7%	+$12K	0.03%	129
2025 Q4	$165K	Sell	1,378 -466	-25%	-$55.3K	0.03%	132
2025 Q3	$221K	Buy	1,844 +544	+42%	+$62.3K	0.04%	126
2025 Q2	$141K	Hold	1,300	–	–	0.03%	136
2025 Q1	$128K	Sell	1,300 -2	-0.2%	-$217	0.03%	131
2024 Q4	$146K	Hold	1,302	–	–	0.03%	126
2024 Q3	$130K	Buy	1,302 +2	+0.2%	+$187	0.03%	136
2024 Q2	$119K	Hold	1,300	–	–	0.03%	138
2024 Q1	$120K	Sell	1,300 -8	-0.6%	-$712	0.03%	119
2023 Q4	$117K	Sell	1,308 -4	-0.3%	-$331	0.03%	121
2023 Q3	$106K	Hold	1,312	–	–	0.03%	115
2023 Q2	$111K	Hold	1,312	–	–	0.03%	116
2023 Q1	$98.1K	Buy	1,312 +12	+0.9%	+$860	0.03%	119
2022 Q4	$84K	Hold	1,300	–	–	0.02%	126
2022 Q3	$93K	Hold	1,300	–	–	0.02%	125
2022 Q2	$89K	Sell	1,300 -4	-0.3%	-$315	0.02%	131
2022 Q1	$121K	Buy	1,304 +1,000	+329%	+$91.6K	0.03%	127
2021 Q4	$31K	Hold	304	–	–	0.01%	212
2021 Q3	$27K	Hold	304	–	–	0.01%	229
2021 Q2	$27K	Sell	304 -912	-75%	-$79.4K	0.01%	222
2021 Q1	$102K	Sell	1,216 -366	-23%	-$30.4K	0.02%	131
2020 Q4	$127K	Hold	1,582	–	–	0.03%	114
2020 Q3	$116K	Sell	1,582 -300	-16%	-$21.2K	0.03%	109
2020 Q2	$120K	Hold	1,882	–	–	0.04%	108
2020 Q1	$92K	Sell	1,882 -434	-19%	-$25.6K	0.03%	107
2019 Q4	$145K	Buy	2,316 +600	+35%	+$36.5K	0.04%	100
2019 Q3	$104K	Buy	1,716 +438	+34%	+$26.4K	0.03%	108
2019 Q2	$76K	Hold	1,278	–	–	0.02%	110
2019 Q1	$73K	Buy	+1,278	New	+$69.3K	0.02%	114

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

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

Cranbrook Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 7.5% in Q1 2026, buying an estimated $12K and bringing the position to 1,481 shares worth $161K. The position accounts for 0.03% of the portfolio, ranked #129.

Cranbrook Wealth Management first reported a position in XLY in Q1 2019 and has held it in 29 quarters since. The position peaked at $221K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Cranbrook Wealth Management held 1,481 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $161K as of Q1 2026.
Cranbrook Wealth Management bought 103 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $12K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Cranbrook Wealth Management's portfolio in Q1 2026, its #129 holding.
Cranbrook Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
Cranbrook Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $221K 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 Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.