Galvin Gaustad & Stein’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Galvin Gaustad & Stein’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	$12.4M	Buy	113,991 +109,970	+2,735%	+$12.9M	0.99%	39
2025 Q4	$480K	Buy	4,021 +61	+2%	+$7.23K	0.04%	168
2025 Q3	$475K	Hold	3,960	–	–	0.04%	142
2025 Q2	$430K	Buy	3,960 +2	+0.1%	+$205	0.04%	141
2025 Q1	$391K	Sell	3,958 -120	-3%	-$13K	0.03%	144
2024 Q4	$457K	Sell	4,078 -1,452	-26%	-$155K	0.04%	137
2024 Q3	$554K	Buy	5,530 +380	+7%	+$35.5K	0.05%	124
2024 Q2	$470K	Sell	5,150 -148	-3%	-$13.1K	0.04%	129
2024 Q1	$487K	Sell	5,298 -168	-3%	-$15K	0.04%	131
2023 Q4	$489K	Sell	5,466 -30	-0.5%	-$2.48K	0.05%	125
2023 Q3	$442K	Buy	5,496 +2	+0%	+$169	0.04%	128
2023 Q2	$467K	Sell	5,494 -30	-0.5%	-$2.3K	0.05%	126
2023 Q1	$413K	Sell	5,524 -278	-5%	-$19.9K	0.04%	127
2022 Q4	$375K	Sell	5,802 -68	-1%	-$4.74K	0.04%	126
2022 Q3	$418K	Buy	5,870 +2	+0%	+$156	0.04%	122
2022 Q2	$403K	Buy	5,868 +2	+0%	+$158	0.04%	127
2022 Q1	$543K	Sell	5,866 -420	-7%	-$38.5K	0.05%	120
2021 Q4	$643K	Hold	6,286	–	–	0.06%	117
2021 Q3	$564K	Sell	6,286 -5,092	-45%	-$463K	0.05%	123
2021 Q2	$1.02M	Sell	11,378 -2,478	-18%	-$216K	0.1%	105
2021 Q1	$1.16M	Sell	13,856 -318	-2%	-$26.5K	0.12%	102
2020 Q4	$1.14M	Buy	+14,174	New	+$1.09M	0.12%	101

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

Galvin Gaustad & Stein's XLY Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2,735% in Q1 2026, buying an estimated $12.9M and bringing the position to 113,991 shares worth $12.4M. The position accounts for 0.99% of the portfolio, ranked #39.

Galvin Gaustad & Stein first reported a position in XLY in Q4 2020 and has held it in 22 quarters since. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Galvin Gaustad & Stein held 113,991 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $12.4M as of Q1 2026.
Galvin Gaustad & Stein bought 109,970 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $12.9M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.99% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #39 holding.
Galvin Gaustad & Stein first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.