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

Journey Strategic 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	$286K	Sell	2,620 -350	-12%	-$40.9K	0.01%	568
2025 Q4	$355K	Sell	2,970 -60	-2%	-$7.11K	0.01%	432
2025 Q3	$363K	Sell	3,030 -792	-21%	-$90.6K	0.01%	395
2025 Q2	$415K	Buy	3,822 +258	+7%	+$26.4K	0.01%	335
2025 Q1	$352K	Buy	3,564 +210	+6%	+$22.8K	0.01%	297
2024 Q4	$376K	Sell	3,354 -168	-5%	-$18K	0.01%	285
2024 Q3	$353K	Buy	3,522 +374	+12%	+$35K	0.01%	294
2024 Q2	$287K	Buy	+3,148	New	+$280K	0.01%	264
2022 Q1	–	Sell	-2,400	Closed	-$245K	–	241
2021 Q4	$245K	Buy	+2,400	New	+$239K	0.03%	152

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

Journey Strategic Wealth's XLY Position: Q1 2026 in Review

Journey Strategic Wealth reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 12% in Q1 2026, selling an estimated $40.9K and leaving 2,620 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #568.

Journey Strategic Wealth first reported a position in XLY in Q4 2021 and has held it in 9 quarters since. The position peaked at $415K in Q2 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Journey Strategic Wealth held 2,620 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $286K as of Q1 2026.
Journey Strategic Wealth sold 350 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $40.9K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #568 holding.
Journey Strategic Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 9 quarters since.
Journey Strategic Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $415K in Q2 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.