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

Financial Freedom LLC’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	$2.06M	Sell	18,909 -921	-5%	-$108K	1.03%	28
2025 Q4	$2.37M	Buy	19,830 +2	+0%	+$237	1.18%	26
2025 Q3	$2.38M	Sell	19,828 -2,264	-10%	-$259K	1.18%	27
2025 Q2	$2.4M	Sell	22,092 -744	-3%	-$76.1K	1.29%	21
2025 Q1	$2.25M	Sell	22,836 -820	-3%	-$88.9K	1.29%	21
2024 Q4	$2.65M	Sell	23,656 -570	-2%	-$61K	1.4%	21
2024 Q3	$2.43M	Sell	24,226 -404	-2%	-$37.8K	1.28%	22
2024 Q2	$2.25M	Sell	24,630 -428	-2%	-$38K	1.28%	22
2024 Q1	$2.3M	Sell	25,058 -300	-1%	-$26.7K	1.37%	19
2023 Q4	$2.27M	Sell	25,358 -930	-4%	-$77K	1.44%	19
2023 Q3	$2.12M	Buy	26,288 +312	+1%	+$26.4K	1.5%	18
2023 Q2	$2.21M	Buy	25,976 +34	+0.1%	+$2.6K	1.55%	18
2023 Q1	$1.94M	Buy	25,942 +154	+0.6%	+$11K	1.41%	19
2022 Q4	$1.67M	Buy	+25,788	New	+$1.8M	1.12%	18

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 Freedom LLC's XLY Position: Q1 2026 in Review

Financial Freedom LLC reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.6% in Q1 2026, selling an estimated $108K and leaving 18,909 shares worth $2.06M. The position accounts for 1.03% of the portfolio, ranked #28.

Financial Freedom LLC first reported a position in XLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.65M in Q4 2024. 1,283 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Financial Freedom LLC held 18,909 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.06M as of Q1 2026.
Financial Freedom LLC sold 921 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $108K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 1.03% of Financial Freedom LLC's portfolio in Q1 2026, its #28 holding.
Financial Freedom LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.65M in Q4 2024.
1,283 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.