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

Evermay 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	$18.3K	Buy	168 +148	+740%	+$17.3K	﹤0.01%	400
2025 Q4	$2.39K	Hold	20	–	–	﹤0.01%	509
2025 Q3	$2.4K	Hold	20	–	–	﹤0.01%	490
2025 Q2	$2.17K	Hold	20	–	–	﹤0.01%	500
2025 Q1	$1.98K	Hold	20	–	–	﹤0.01%	515
2024 Q4	$2.24K	Hold	20	–	–	﹤0.01%	514
2024 Q3	$2K	Hold	20	–	–	﹤0.01%	543
2024 Q2	$1.82K	Hold	20	–	–	﹤0.01%	547
2024 Q1	$1.84K	Hold	20	–	–	﹤0.01%	543
2023 Q4	$1.79K	Hold	20	–	–	﹤0.01%	523
2023 Q3	$1.61K	Hold	20	–	–	﹤0.01%	508
2023 Q2	$1.7K	Hold	20	–	–	﹤0.01%	495
2023 Q1	$1.5K	Hold	20	–	–	﹤0.01%	488
2022 Q4	$1.29K	Hold	20	–	–	﹤0.01%	506
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	508
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	504
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	490
2021 Q4	$2K	Buy	+20	New	+$1.99K	﹤0.01%	480

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

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

Evermay Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 740% in Q1 2026, buying an estimated $17.3K and bringing the position to 168 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Evermay Wealth Management first reported a position in XLY in Q4 2021 and has held it in 18 quarters since. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Evermay Wealth Management held 168 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $18.3K as of Q1 2026.
Evermay Wealth Management bought 148 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $17.3K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #400 holding.
Evermay Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 18 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 Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.