Financial Connections Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Financial Connections 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	$19K	Hold	180	–	–	0.01%	153
2025 Q4	$21K	Hold	180	–	–	0.01%	141
2025 Q3	$21K	Hold	180	–	–	0.01%	139
2025 Q2	$19K	Hold	180	–	–	0.01%	149
2025 Q1	$17K	Hold	180	–	–	0.01%	140
2024 Q4	$20K	Hold	180	–	–	0.01%	130
2024 Q3	$18K	Hold	180	–	–	0.01%	129
2024 Q2	$16K	Hold	180	–	–	0.01%	167
2024 Q1	$17K	Hold	180	–	–	0.02%	86
2023 Q4	$16K	Hold	180	–	–	0.01%	152
2023 Q3	$14K	Hold	180	–	–	0.02%	89
2023 Q2	$15K	Hold	180	–	–	0.01%	164
2023 Q1	$13K	Hold	180	–	–	0.01%	159
2022 Q4	$11K	Hold	180	–	–	0.01%	165
2022 Q3	$12K	Hold	180	–	–	0.01%	144
2022 Q2	$12K	Hold	180	–	–	0.01%	179
2022 Q1	$16K	Hold	180	–	–	0.02%	161
2021 Q4	$18K	Buy	+180	New	+$17.9K	0.02%	166

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Connections Group's XLY Position: Q1 2026 in Review

Financial Connections Group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 180 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #153.

Financial Connections Group first reported a position in XLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $21K in Q4 2025. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Financial Connections Group held 180 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $19K as of Q1 2026.
Financial Connections Group 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 0.01% of Financial Connections Group's portfolio in Q1 2026, its #153 holding.
Financial Connections Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Financial Connections Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $21K in Q4 2025.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.