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

Element 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	$273K	Hold	2,504	–	–	0.11%	170
2025 Q4	$299K	Sell	2,504 -8	-0.3%	-$949	0.12%	154
2025 Q3	$301K	Hold	2,512	–	–	0.13%	145
2025 Q2	$273K	Hold	2,512	–	–	0.13%	141
2025 Q1	$248K	Hold	2,512	–	–	0.13%	134
2024 Q4	$282K	Hold	2,512	–	–	0.15%	116
2024 Q3	$252K	Sell	2,512 -90	-3%	-$8.41K	0.13%	124
2024 Q2	$237K	Buy	2,602 +90	+4%	+$8K	0.13%	124
2024 Q1	$231K	Hold	2,512	–	–	0.14%	122
2023 Q4	$225K	Hold	2,512	–	–	0.14%	124
2023 Q3	$202K	Hold	2,512	–	–	0.15%	121
2023 Q2	$213K	Buy	2,512 +36	+1%	+$2.76K	0.15%	119
2023 Q1	$185K	Hold	2,476	–	–	0.14%	116
2022 Q4	$160K	Hold	2,476	–	–	0.13%	118
2022 Q3	$176K	Hold	2,476	–	–	0.16%	104
2022 Q2	$170K	Hold	2,476	–	–	0.17%	104
2022 Q1	$229K	Hold	2,476	–	–	0.18%	102
2021 Q4	$253K	Hold	2,476	–	–	0.19%	90
2021 Q3	$222K	Hold	2,476	–	–	0.18%	90
2021 Q2	$221K	Hold	2,476	–	–	0.17%	90
2021 Q1	$208K	Hold	2,476	–	–	0.17%	92
2020 Q4	$199K	Hold	2,476	–	–	0.18%	89
2020 Q3	$182K	Hold	2,476	–	–	0.19%	86
2020 Q2	$158K	Hold	2,476	–	–	0.18%	85
2020 Q1	$121K	Sell	2,476 -2,134	-46%	-$126K	0.17%	80
2019 Q4	$289K	Buy	+4,610	New	+$280K	0.3%	53

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

Element Wealth's XLY Position: Q1 2026 in Review

Element Wealth held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 2,504 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #170.

Element Wealth first reported a position in XLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $301K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Element Wealth held 2,504 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $273K as of Q1 2026.
Element Wealth left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of Element Wealth's portfolio in Q1 2026, its #170 holding.
Element Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Element Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $301K 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 Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.