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

HCR Wealth Advisors’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	-1,740	Closed	-$208K	–	262
2025 Q4	$208K	Buy	1,740 +16	+0.9%	+$1.9K	0.02%	238
2025 Q3	$206K	Buy	+1,724	New	+$197K	0.02%	230
2021 Q1	–	Sell	-1,906	Closed	-$153K	–	291
2020 Q4	$153K	Buy	1,906 +1,306	+218%	+$101K	0.03%	178
2020 Q3	$44K	Buy	600 +340	+131%	+$24.1K	0.01%	186
2020 Q2	$17K	Hold	260	–	–	﹤0.01%	212
2020 Q1	$13K	Hold	260	–	–	﹤0.01%	205
2019 Q4	$16K	Buy	+260	New	+$15.8K	﹤0.01%	202

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HCR Wealth Advisors's XLY Position: Q1 2026 in Review

HCR Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 1,740 shares — an estimated $208K sold.

HCR Wealth Advisors first reported a position in XLY in Q4 2019 and held it in 7 quarters. The position peaked at $208K in Q4 2025. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

HCR Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
HCR Wealth Advisors sold 1,740 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $208K.
HCR Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 7 quarters.
HCR Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $208K 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 HCR Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.