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

Financial Consulate’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	$440K	Sell	4,038 -27	-0.7%	-$3.16K	0.05%	86
2025 Q4	$485K	Sell	4,065 -39	-1%	-$4.62K	0.07%	90
2025 Q3	$492K	Sell	4,104 -400	-9%	-$45.8K	0.07%	95
2025 Q2	$489K	Buy	+4,504	New	+$461K	0.1%	35
2024 Q2	–	Sell	-4,500	Closed	-$414K	–	41
2024 Q1	$414K	Hold	4,500	–	–	0.12%	30
2023 Q4	$402K	Buy	4,500 +2	+0%	+$166	0.13%	29
2023 Q3	$362K	Hold	4,498	–	–	0.16%	29
2023 Q2	$382K	Hold	4,498	–	–	0.16%	31
2023 Q1	$336K	Buy	4,498 +2	+0%	+$143	0.12%	93
2022 Q4	$290K	Hold	4,496	–	–	0.1%	110
2022 Q3	$320K	Buy	4,496 +2	+0%	+$156	0.14%	85
2022 Q2	$309K	Hold	4,494	–	–	0.14%	92
2022 Q1	$416K	Hold	4,494	–	–	0.16%	80
2021 Q4	$459K	Hold	4,494	–	–	0.16%	80
2021 Q3	$403K	Buy	4,494 +2	+0%	+$182	0.15%	76
2021 Q2	$401K	Hold	4,492	–	–	0.14%	72
2021 Q1	$378K	Sell	4,492 -28	-0.6%	-$2.33K	0.15%	73
2020 Q4	$363K	Buy	4,520 +28	+0.6%	+$2.16K	0.16%	71
2020 Q3	$330K	Buy	4,492 +2	+0%	+$142	0.16%	73
2020 Q2	$287K	Hold	4,490	–	–	0.15%	78
2020 Q1	$220K	Buy	4,490 +2	+0%	+$118	0.13%	87
2019 Q4	$281K	Buy	+4,488	New	+$273K	0.12%	84

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

Financial Consulate's XLY Position: Q1 2026 in Review

Financial Consulate reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.66% in Q1 2026, selling an estimated $3.16K and leaving 4,038 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #86.

Financial Consulate first reported a position in XLY in Q4 2019 and has held it in 22 quarters since. The position peaked at $492K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Financial Consulate held 4,038 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $440K as of Q1 2026.
Financial Consulate sold 27 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $3.16K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Financial Consulate's portfolio in Q1 2026, its #86 holding.
Financial Consulate first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 22 quarters since.
Financial Consulate's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $492K 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 Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.