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

Keebeck Wealth Management’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	$5.27M	Sell	48,359 -8,763	-15%	-$1.02M	0.59%	38
2025 Q4	$6.82M	Sell	57,122 -1,104	-2%	-$131K	0.79%	29
2025 Q3	$6.98M	Sell	58,226 -1,140	-2%	-$130K	0.82%	27
2025 Q2	$6.45M	Sell	59,366 -1,836	-3%	-$188K	0.84%	27
2025 Q1	$6.04M	Sell	61,202 -4,772	-7%	-$518K	0.89%	28
2024 Q4	$7.4M	Sell	65,974 -706	-1%	-$75.5K	1.07%	20
2024 Q3	$6.68M	Sell	66,680 -3,044	-4%	-$285K	0.97%	22
2024 Q2	$6.36M	Sell	69,724 -868	-1%	-$77.1K	0.93%	24
2024 Q1	$6.49M	Sell	70,592 -1,496	-2%	-$133K	0.95%	24
2023 Q4	$6.45M	Sell	72,088 -660	-0.9%	-$54.7K	1.06%	18
2023 Q3	$5.86M	Sell	72,748 -76,004	-51%	-$6.43M	1.02%	19
2023 Q2	$12.6M	Sell	148,752 -474	-0.3%	-$36.3K	1.74%	12
2023 Q1	$11.2M	Sell	149,226 -380	-0.3%	-$27.2K	1.8%	11
2022 Q4	$9.66M	Sell	149,606 -2,924	-2%	-$204K	1.7%	14
2022 Q3	$10.9M	Sell	152,530 -5,260	-3%	-$412K	2.09%	9
2022 Q2	$10.8M	Sell	157,790 -10,242	-6%	-$807K	2.07%	9
2022 Q1	$15.5M	Sell	168,032 -2,496	-1%	-$229K	2.58%	6
2021 Q4	$17.4M	Sell	170,528 -4,190	-2%	-$417K	3.11%	5
2021 Q3	$15.7M	Sell	174,718 -2,952	-2%	-$268K	3.09%	5
2021 Q2	$15.9M	Buy	177,670 +6,304	+4%	+$549K	2.29%	7
2021 Q1	$14.4M	Sell	171,366 -9,926	-5%	-$826K	2.24%	11
2020 Q4	$14.6M	Sell	181,292 -2,600	-1%	-$200K	2.54%	9
2020 Q3	$13.5M	Buy	183,892 +250	+0.1%	+$17.7K	2.79%	9
2020 Q2	$11.7M	Sell	183,642 -16,938	-8%	-$999K	3.71%	6
2020 Q1	$9.84M	Sell	200,580 -9,692	-5%	-$572K	4.09%	5
2019 Q4	$13.2M	Buy	+210,272	New	+$12.8M	4.18%	4

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

Keebeck Wealth Management's XLY Position: Q1 2026 in Review

Keebeck Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 15% in Q1 2026, selling an estimated $1.02M and leaving 48,359 shares worth $5.27M. The position accounts for 0.59% of the portfolio, ranked #38.

Keebeck Wealth Management first reported a position in XLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.4M in Q4 2021. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Keebeck Wealth Management held 48,359 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.27M as of Q1 2026.
Keebeck Wealth Management sold 8,763 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $1.02M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.59% of Keebeck Wealth Management's portfolio in Q1 2026, its #38 holding.
Keebeck Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Keebeck Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $17.4M in Q4 2021.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.