Luts & Greenleigh Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Luts & Greenleigh 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	$312K	Hold	2,862	–	–	0.25%	62
2025 Q4	$342K	Hold	2,862	–	–	0.29%	59
2025 Q3	$343K	Hold	2,862	–	–	0.31%	58
2025 Q2	$311K	Hold	2,862	–	–	0.3%	59
2025 Q1	$283K	Hold	2,862	–	–	0.28%	59
2024 Q4	$321K	Hold	2,862	–	–	0.32%	56
2024 Q3	$287K	Hold	2,862	–	–	0.28%	62
2024 Q2	$261K	Buy	+2,862	New	+$254K	0.27%	60
2023 Q4	$384K	Hold	4,292	–	–	0.48%	42
2023 Q3	$345K	Hold	4,292	–	–	0.43%	43
2023 Q2	$364K	Hold	4,292	–	–	0.45%	43
2023 Q1	$321K	Hold	4,292	–	–	0.41%	43
2022 Q4	$277K	Buy	+4,292	New	+$299K	0.35%	47

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

Luts & Greenleigh Group's XLY Position: Q1 2026 in Review

Luts & Greenleigh Group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 2,862 shares worth $312K. The position accounts for 0.25% of the portfolio, ranked #62.

Luts & Greenleigh Group first reported a position in XLY in Q4 2022 and has held it in 13 quarters since. The position peaked at $384K in Q4 2023. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Luts & Greenleigh Group held 2,862 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $312K as of Q1 2026.
Luts & Greenleigh 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 0.25% of Luts & Greenleigh Group's portfolio in Q1 2026, its #62 holding.
Luts & Greenleigh Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
Luts & Greenleigh Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $384K in Q4 2023.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.