Hurlow Wealth Management Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Hurlow Wealth Management Group’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	$263K	Hold	2,416	–	–	0.06%	107
2025 Q4	$288K	Sell	2,416 -174	-7%	-$20.6K	0.07%	98
2025 Q3	$310K	Hold	2,590	–	–	0.08%	88
2025 Q2	$281K	Hold	2,590	–	–	0.08%	102
2025 Q1	$256K	Hold	2,590	–	–	0.08%	105
2024 Q4	$291K	Hold	2,590	–	–	0.09%	92
2024 Q3	$259K	Buy	2,590 +110	+4%	+$10.3K	0.08%	105
2024 Q2	$226K	Hold	2,480	–	–	0.08%	107
2024 Q1	$228K	Hold	2,480	–	–	0.08%	109
2023 Q4	$222K	Buy	+2,480	New	+$205K	0.08%	103
2023 Q3	–	Sell	-2,480	Closed	-$211K	–	112
2023 Q2	$211K	Buy	+2,480	New	+$190K	0.09%	104
2022 Q2	–	Sell	-2,480	Closed	-$229K	–	101
2022 Q1	$229K	Hold	2,480	–	–	0.14%	86
2021 Q4	$201K	Hold	2,480	–	–	0.16%	87
2021 Q3	$223K	Hold	2,480	–	–	0.13%	88
2021 Q2	$221K	Hold	2,480	–	–	0.15%	87
2021 Q1	$208K	Buy	+2,480	New	+$206K	0.15%	93

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

Hurlow Wealth Management Group's XLY Position: Q1 2026 in Review

Hurlow Wealth Management Group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 2,416 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #107.

Hurlow Wealth Management Group first reported a position in XLY in Q1 2021 and has held it in 16 quarters since. The position peaked at $310K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Hurlow Wealth Management Group held 2,416 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $263K as of Q1 2026.
Hurlow Wealth Management Group left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #107 holding.
Hurlow Wealth Management Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and has held it in 16 quarters since.
Hurlow Wealth Management Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $310K in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.