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

CreativeOne Wealth’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	$2.13M	Sell	19,525 -7,386	-27%	-$863K	0.05%	343
2025 Q4	$3.21M	Sell	26,911 -6,947	-21%	-$824K	0.08%	237
2025 Q3	$4.06M	Sell	33,858 -80	-0.2%	-$9.15K	0.1%	193
2025 Q2	$3.69M	Buy	33,938 +19,242	+131%	+$1.97M	0.1%	194
2025 Q1	$1.45M	Sell	14,696 -15,248	-51%	-$1.65M	0.04%	377
2024 Q4	$3.36M	Buy	29,944 +3,394	+13%	+$363K	0.1%	185
2024 Q3	$2.66M	Buy	26,550 +15,062	+131%	+$1.41M	0.09%	217
2024 Q2	$1.05M	Sell	11,488 -15,700	-58%	-$1.39M	0.05%	315
2024 Q1	$2.5M	Buy	27,188 +17,820	+190%	+$1.59M	0.1%	190
2023 Q4	$838K	Buy	9,368 +426	+5%	+$35.3K	0.05%	276
2023 Q3	$720K	Sell	8,942 -33,756	-79%	-$2.85M	0.05%	281
2023 Q2	$3.63M	Sell	42,698 -2,948	-6%	-$226K	0.17%	106
2023 Q1	$3.41M	Sell	45,646 -710	-2%	-$50.9K	0.17%	105
2022 Q4	$2.99M	Buy	46,356 +25,024	+117%	+$1.74M	0.16%	110
2022 Q3	$1.52M	Sell	21,332 -1,432	-6%	-$112K	0.09%	192
2022 Q2	$1.56M	Buy	22,764 +1,128	+5%	+$88.9K	0.08%	191
2022 Q1	$2M	Buy	21,636 +1,066	+5%	+$97.6K	0.1%	161
2021 Q4	$2.1M	Sell	20,570 -12,364	-38%	-$1.23M	0.1%	179
2021 Q3	$2.96M	Buy	32,934 +16,208	+97%	+$1.47M	0.17%	109
2021 Q2	$1.49M	Buy	16,726 +528	+3%	+$46K	0.09%	190
2021 Q1	$1.36M	Sell	16,198 -3,800	-19%	-$316K	0.1%	164
2020 Q4	$1.61M	Buy	+19,998	New	+$1.54M	0.13%	124

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

CreativeOne Wealth's XLY Position: Q1 2026 in Review

CreativeOne Wealth reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 27% in Q1 2026, selling an estimated $863K and leaving 19,525 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #343.

CreativeOne Wealth first reported a position in XLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.06M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

CreativeOne Wealth held 19,525 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.13M as of Q1 2026.
CreativeOne Wealth sold 7,386 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $863K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of CreativeOne Wealth's portfolio in Q1 2026, its #343 holding.
CreativeOne Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
CreativeOne Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.06M 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 CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.