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

Crown Wealth Group’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 		– Sell
-3,512
Closed -$419K – 159
2025
Q4 		$419K Buy
+3,512
New +$416K 0.12% 83

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Crown Wealth Group's XLY Position: Q1 2026 in Review

Crown Wealth Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 3,512 shares — an estimated $419K sold.

Crown Wealth Group first reported a position in XLY in Q4 2025 and held it in 1 quarter. The position peaked at $419K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Crown Wealth Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Crown Wealth Group sold 3,512 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $419K.
  • Crown Wealth Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Crown Wealth Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $419K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Crown Wealth Group's 13F filing for Q1 2026, filed 21 Apr 2026.