H&H Retirement Design & Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.56M Sell
30,009
-405
-1% -$47.3K 1.67% 19
2025
Q4
$3.71M Buy
30,414
+1,206
+4% +$143K 1.89% 18
2025
Q3
$3.49M Sell
29,208
-1,008
-3% -$115K 1.85% 18
2025
Q2
$3.37M Buy
30,216
+2,472
+9% +$253K 1.85% 18
2025
Q1
$2.5M Buy
27,744
+202
+0.7% +$21.9K 1.67% 18
2024
Q4
$3.01M Sell
27,542
-2,370
-8% -$253K 1.83% 18
2024
Q3
$2.96M Buy
29,912
+1,148
+4% +$107K 1.74% 18
2024
Q2
$2.73M Buy
28,764
+366
+1% +$32.5K 1.69% 18
2024
Q1
$2.42M Sell
28,398
-3,642
-11% -$324K 1.6% 18
2023
Q4
$2.86M Sell
32,040
-2,342
-7% -$194K 1.8% 18
2023
Q3
$2.73M Sell
34,382
-212
-0.6% -$17.9K 1.89% 18
2023
Q2
$3.02M Sell
34,594
-1,132
-3% -$86.7K 2% 17
2023
Q1
$2.62M Buy
+35,726
New +$2.56M 1.67% 18

Other funds holding XLY

H&H Retirement Design & Management's XLY Position: Q1 2026 in Review

H&H Retirement Design & Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.3% in Q1 2026, selling an estimated $47.3K and leaving 30,009 shares worth $3.56M. The position accounts for 1.67% of the portfolio, ranked #19.

H&H Retirement Design & Management first reported a position in XLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.71M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • H&H Retirement Design & Management held 30,009 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.56M as of Q1 2026.
  • H&H Retirement Design & Management sold 405 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $47.3K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 1.67% of H&H Retirement Design & Management's portfolio in Q1 2026, its #19 holding.
  • H&H Retirement Design & Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
  • H&H Retirement Design & Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.71M in Q4 2025.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.