Lowe Brockenbrough & Co’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Lowe Brockenbrough & Co’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	$150K	Hold	1,380	–	–	0.01%	281
2025 Q4	$165K	Sell	1,380 -6	-0.4%	-$711	0.01%	282
2025 Q3	$166K	Buy	1,386 +6	+0.4%	+$687	0.01%	289
2025 Q2	$150K	Sell	1,380 -2,494	-64%	-$255K	0.01%	275
2025 Q1	$382K	Buy	3,874 +1,186	+44%	+$129K	0.03%	223
2024 Q4	$302K	Buy	+2,688	New	+$287K	0.02%	237
2023 Q1	–	Sell	-6,190	Closed	-$400K	–	269
2022 Q4	$400K	Buy	+6,190	New	+$432K	0.03%	220
2022 Q3	–	Sell	-30,110	Closed	-$2.07M	–	260
2022 Q2	$2.07M	Buy	+30,110	New	+$2.37M	0.18%	122

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

Lowe Brockenbrough & Co's XLY Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 1,380 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #281.

Lowe Brockenbrough & Co first reported a position in XLY in Q2 2022 and has held it in 8 quarters since. The position peaked at $2.07M in Q2 2022. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Lowe Brockenbrough & Co held 1,380 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $150K as of Q1 2026.
Lowe Brockenbrough & Co 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 0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #281 holding.
Lowe Brockenbrough & Co first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2022 and has held it in 8 quarters since.
Lowe Brockenbrough & Co's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.07M in Q2 2022.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.