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

Financial Enhancement 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	–	Sell	-58,826	Closed	-$7.14M	–	150
2025 Q4	$7.14M	Buy	58,826 +2,092	+4%	+$248K	0.93%	38
2025 Q3	$6.71M	Buy	+56,734	New	+$6.49M	0.9%	40
2025 Q1	–	Sell	-68,410	Closed	-$7.6M	–	131
2024 Q4	$7.6M	Buy	+68,410	New	+$7.32M	1.16%	32
2023 Q4	–	Sell	-94,364	Closed	-$7.62M	–	131
2023 Q3	$7.62M	Buy	94,364 +7,534	+9%	+$637K	1.47%	23
2023 Q2	$7.32M	Buy	+86,830	New	+$6.65M	1.35%	25
2022 Q1	–	Sell	-42	Closed	-$4K	–	354
2021 Q4	$4K	Sell	42 -30	-42%	-$2.99K	﹤0.01%	229
2021 Q3	$6K	Buy	72 +58	+414%	+$5.27K	﹤0.01%	220
2021 Q2	$1K	Sell	14 -34	-71%	-$2.96K	﹤0.01%	268
2021 Q1	$4K	Sell	48 -94,482	-100%	-$7.86M	﹤0.01%	223
2020 Q4	$7.6M	Buy	+94,530	New	+$7.29M	1.62%	21
2020 Q3	–	Sell	-264	Closed	-$17K	–	284
2020 Q2	$17K	Hold	264	–	–	﹤0.01%	165
2020 Q1	$13K	Hold	264	–	–	﹤0.01%	184
2019 Q4	$17K	Hold	264	–	–	﹤0.01%	169
2019 Q3	$16K	Sell	264 -46	-15%	-$2.77K	﹤0.01%	179
2019 Q2	$18K	Buy	310 +2	+0.6%	+$117	0.01%	171
2019 Q1	$18K	Buy	308 +60	+24%	+$3.25K	0.01%	187
2018 Q4	$15K	Hold	248	–	–	﹤0.01%	171
2018 Q3	$15K	Buy	+248	New	+$14.1K	﹤0.01%	171
2017 Q3	–	Sell	-17,362	Closed	-$778K	–	72
2017 Q2	$778K	Buy	17,362 +8,188	+89%	+$367K	0.33%	44
2017 Q1	$403K	Sell	9,174 -9,846	-52%	-$422K	0.18%	51
2016 Q4	$774K	Buy	19,020 +2,048	+12%	+$82.7K	0.4%	42
2016 Q3	$679K	Sell	16,972 -89,656	-84%	-$3.61M	0.37%	39
2016 Q2	$4.16M	Buy	106,628 +2,026	+2%	+$79.7K	2.55%	14
2016 Q1	$4.14M	Buy	104,602 +4,360	+4%	+$162K	2.7%	14
2015 Q4	$3.92M	Buy	100,242 +14,656	+17%	+$582K	2.4%	16
2015 Q3	$3.18M	Buy	85,586 +6,746	+9%	+$259K	2.09%	17
2015 Q2	$3.02M	Buy	+78,840	New	+$3.02M	1.9%	18

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 Enhancement Group's XLY Position: Q1 2026 in Review

Financial Enhancement Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 58,826 shares — an estimated $7.14M sold.

Financial Enhancement Group first reported a position in XLY in Q2 2015 and held it in 27 quarters. The position peaked at $7.62M in Q3 2023. 1,289 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Financial Enhancement Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Financial Enhancement Group sold 58,826 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $7.14M.
Financial Enhancement Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2015 and held it in 27 quarters.
Financial Enhancement Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7.62M in Q3 2023.
1,289 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Financial Enhancement Group's 13F filing for Q1 2026, filed 20 Apr 2026.