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

Darwin 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	$3.5M	Sell	32,150 -63	-0.2%	-$7.36K	1.09%	28
2025 Q4	$3.85M	Buy	32,213 +8,167	+34%	+$968K	1.2%	22
2025 Q3	$2.88M	Sell	24,046 -4,332	-15%	-$496K	0.92%	32
2025 Q2	$3.08M	Buy	28,378 +7,926	+39%	+$810K	1.07%	27
2025 Q1	$2.29M	Hold	20,452	–	–	0.77%	38
2024 Q4	$2.29M	Sell	20,452 -11,348	-36%	-$1.21M	0.77%	38
2024 Q3	$3.19M	Buy	31,800 +8,880	+39%	+$830K	0.87%	34
2024 Q2	$2.09M	Sell	22,920 -42,954	-65%	-$3.82M	1.04%	32
2024 Q1	$6.06M	Buy	65,874 +14,098	+27%	+$1.26M	1.69%	20
2023 Q4	$4.63M	Buy	51,776 +10,710	+26%	+$887K	1.24%	24
2023 Q3	$3.31M	Sell	41,066 -1,068	-3%	-$90.3K	0.89%	32
2023 Q2	$3.61M	Sell	42,134 -2,454	-6%	-$188K	0.93%	29
2023 Q1	$3.3M	Sell	44,588 -11,332	-20%	-$812K	0.89%	28
2022 Q4	$3.91M	Sell	55,920 -27,194	-33%	-$1.9M	1.01%	26
2022 Q3	$5.85M	Sell	83,114 -10,862	-12%	-$850K	1.46%	19
2022 Q2	$7.64M	Sell	93,976 -1,250	-1%	-$98.5K	1.54%	17
2022 Q1	$8.81M	Buy	95,226 +45,436	+91%	+$4.16M	1.45%	19
2021 Q4	$4.63M	Buy	49,790 +25,442	+104%	+$2.53M	0.73%	34
2021 Q3	$2.19M	Buy	24,348 +12,556	+106%	+$1.14M	0.35%	58
2021 Q2	$1.05M	Buy	11,792 +9,058	+331%	+$789K	0.17%	78
2021 Q1	$229K	Buy	+2,734	New	+$227K	0.04%	152
2020 Q2	–	Sell	-524	Closed	-$25K	–	816
2020 Q1	$25K	Buy	+524	New	+$30.9K	0.01%	327

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

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

Darwin Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.2% in Q1 2026, selling an estimated $7.36K and leaving 32,150 shares worth $3.5M. The position accounts for 1.09% of the portfolio, ranked #28.

Darwin Wealth Management first reported a position in XLY in Q1 2020 and has held it in 22 quarters since. The position peaked at $8.81M in Q1 2022. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Darwin Wealth Management held 32,150 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.5M as of Q1 2026.
Darwin Wealth Management sold 63 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $7.36K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 1.09% of Darwin Wealth Management's portfolio in Q1 2026, its #28 holding.
Darwin Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and has held it in 22 quarters since.
Darwin Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.81M in Q1 2022.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.