Empowered Funds’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Empowered Funds’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	$2.8M	Buy	25,712 +6,619	+35%	+$774K	0.02%	916
2025 Q4	$2.28M	Sell	19,093 -33	-0.2%	-$3.91K	0.04%	450
2025 Q3	$2.29M	Buy	19,126 +4,858	+34%	+$556K	0.02%	845
2025 Q2	$1.55M	Buy	14,268 +2,626	+23%	+$269K	0.02%	932
2025 Q1	$1.15M	Buy	11,642 +10,720	+1,163%	+$1.16M	0.02%	946
2024 Q4	$103K	Buy	+922	New	+$98.6K	﹤0.01%	1577

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

Empowered Funds's XLY Position: Q1 2026 in Review

Empowered Funds increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 35% in Q1 2026, buying an estimated $774K and bringing the position to 25,712 shares worth $2.8M. The position accounts for 0.02% of the portfolio, ranked #916.

Empowered Funds first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Empowered Funds held 25,712 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.8M as of Q1 2026.
Empowered Funds bought 6,619 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $774K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Empowered Funds's portfolio in Q1 2026, its #916 holding.
Empowered Funds first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.