Focus Partners Wealth
XLY icon

Focus Partners Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Focus Partners Wealth’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 		$329M Sell
3,017,721
-29,069
-1% -$3.4M 0.37% 61
2025
Q4 		$364M Buy
3,046,790
+24,726
+0.8% +$2.93M 0.42% 46
2025
Q3 		$362M Buy
3,022,064
+2,983,038
+7,644% +$341M 0.58% 38
2025
Q2 		$4.24M Sell
39,026
-1,080
-3% -$110K 0.01% 723
2025
Q1 		$3.96M Sell
40,106
-1,584
-4% -$172K 0.01% 695
2024
Q4 		$4.68M Buy
41,690
+10,058
+32% +$1.08M 0.01% 623
2024
Q3 		$3.17M Buy
31,632
+17,394
+122% +$1.63M 0.01% 671
2024
Q2 		$1.3M Buy
14,238
+9,854
+225% +$875K ﹤0.01% 742
2024
Q1 		$403K Sell
4,384
-1,644
-27% -$146K ﹤0.01% 763
2023
Q4 		$539K Buy
+6,028
New +$499K 0.01% 563

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return