Financial & Tax Architects’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Financial & Tax Architects’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	$1.11M	Buy	10,175 +246	+2%	+$28.8K	0.25%	74
2025 Q4	$1.19M	Buy	9,929 +407	+4%	+$48.3K	0.27%	68
2025 Q3	$1.14M	Buy	9,522 +1,420	+18%	+$163K	0.25%	66
2025 Q2	$880K	Buy	8,102 +238	+3%	+$24.3K	0.21%	62
2025 Q1	$776K	Buy	7,864 +1,064	+16%	+$115K	0.19%	70
2024 Q4	$763K	Buy	6,800 +466	+7%	+$49.8K	0.19%	60
2024 Q3	$635K	Sell	6,334 -458	-7%	-$42.8K	0.16%	64
2024 Q2	$619K	Sell	6,792 -196	-3%	-$17.4K	0.17%	66
2024 Q1	$643K	Sell	6,988 -606	-8%	-$54K	0.18%	67
2023 Q4	$679K	Sell	7,594 -2,246	-23%	-$186K	0.2%	64
2023 Q3	$792K	Sell	9,840 -564	-5%	-$47.7K	0.25%	54
2023 Q2	$883K	Buy	+10,404	New	+$797K	0.27%	49
2022 Q1	–	Sell	-12,504	Closed	-$1.28M	–	109
2021 Q4	$1.28M	Buy	12,504 +1,826	+17%	+$182K	0.52%	52
2021 Q3	$958K	Buy	10,678 +2,664	+33%	+$242K	0.44%	54
2021 Q2	$715K	Buy	8,014 +1,774	+28%	+$154K	0.35%	65
2021 Q1	$524K	Buy	+6,240	New	+$519K	0.29%	67

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 & Tax Architects's XLY Position: Q1 2026 in Review

Financial & Tax Architects increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.5% in Q1 2026, buying an estimated $28.8K and bringing the position to 10,175 shares worth $1.11M. The position accounts for 0.25% of the portfolio, ranked #74.

Financial & Tax Architects first reported a position in XLY in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.28M in Q4 2021. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Financial & Tax Architects held 10,175 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.11M as of Q1 2026.
Financial & Tax Architects bought 246 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $28.8K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.25% of Financial & Tax Architects's portfolio in Q1 2026, its #74 holding.
Financial & Tax Architects first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and has held it in 16 quarters since.
Financial & Tax Architects's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.28M in Q4 2021.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.