GW
XLY icon

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

Graetz 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 		– Sell
-22,115
Closed -$2.64M – 87
2025
Q4 		$2.64M Buy
+22,115
New +$2.62M 2.4% 14

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Graetz Wealth's XLY Position: Q1 2026 in Review

Graetz Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 22,115 shares — an estimated $2.64M sold.

Graetz Wealth first reported a position in XLY in Q4 2025 and held it in 1 quarter. The position peaked at $2.64M in Q4 2025. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Graetz Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Graetz Wealth sold 22,115 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $2.64M.
  • Graetz Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Graetz Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.64M in Q4 2025.
  • 1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Graetz Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.