Mariner’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Mariner’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	$17.7M	Sell	162,715 -7,146	-4%	-$835K	0.02%	506
2025 Q4	$20.3M	Sell	169,861 -47,295	-22%	-$5.61M	0.02%	446
2025 Q3	$26M	Buy	217,156 +52,734	+32%	+$6.03M	0.03%	362
2025 Q2	$17.9M	Sell	164,422 -4,466	-3%	-$457K	0.03%	451
2025 Q1	$16.7M	Sell	168,888 -43,364	-20%	-$4.7M	0.03%	419
2024 Q4	$23.8M	Buy	212,252 +52,800	+33%	+$5.65M	0.04%	337
2024 Q3	$16M	Sell	159,452 -74,360	-32%	-$6.95M	0.03%	410
2024 Q2	$21.3M	Sell	233,812 -7,964	-3%	-$708K	0.04%	326
2024 Q1	$22.2M	Sell	241,776 -42,220	-15%	-$3.76M	0.05%	309
2023 Q4	$25.4M	Buy	283,996 +19,420	+7%	+$1.61M	0.06%	254
2023 Q3	$21.3M	Buy	264,576 +13,554	+5%	+$1.15M	0.06%	269
2023 Q2	$21.3M	Buy	251,022 +41,616	+20%	+$3.19M	0.06%	272
2023 Q1	$15.7M	Buy	209,406 +2,020	+1%	+$145K	0.05%	335
2022 Q4	$13.4M	Buy	207,386 +89,850	+76%	+$6.26M	0.04%	345
2022 Q3	$8.37M	Buy	117,536 +9,856	+9%	+$771K	0.03%	384
2022 Q2	$7.4M	Buy	107,680 +2,348	+2%	+$185K	0.03%	387
2022 Q1	$9.74M	Buy	105,332 +6,952	+7%	+$637K	0.04%	345
2021 Q4	$10.1M	Buy	98,380 +54,512	+124%	+$5.43M	0.04%	308
2021 Q3	$3.94M	Buy	43,868 +6,344	+17%	+$576K	0.02%	402
2021 Q2	$3.35M	Sell	37,524 -1,196	-3%	-$104K	0.02%	390
2021 Q1	$3.25M	Sell	38,720 -4,588	-11%	-$382K	0.02%	371
2020 Q4	$3.48M	Buy	43,308 +1,720	+4%	+$133K	0.03%	338
2020 Q3	$3.06M	Buy	41,588 +2,916	+8%	+$206K	0.03%	319
2020 Q2	$2.47M	Sell	38,672 -3,610	-9%	-$213K	0.02%	349
2020 Q1	$2.07M	Buy	42,282 +9,390	+29%	+$554K	0.03%	359
2019 Q4	$2.06M	Buy	32,892 +7,374	+29%	+$449K	0.02%	388
2019 Q3	$1.54M	Sell	25,518 -3,314	-11%	-$200K	0.02%	401
2019 Q2	$1.72M	Buy	28,832 +5,674	+25%	+$332K	0.02%	418
2019 Q1	$1.32M	Buy	23,158 +4,436	+24%	+$241K	0.02%	442
2018 Q4	$927K	Buy	18,722 +5,116	+38%	+$270K	0.02%	450
2018 Q3	$797K	Buy	13,606 +292	+2%	+$16.6K	0.02%	471
2018 Q2	$728K	Buy	13,314 +5,814	+78%	+$307K	0.02%	467
2018 Q1	$380K	Hold	7,500	–	–	0.01%	484
2017 Q4	$370K	Sell	7,500 -24,716	-77%	-$1.16M	0.01%	439
2017 Q3	$1.45M	Buy	32,216 +544	+2%	+$24.5K	0.07%	217
2017 Q2	$1.42M	Buy	31,672 +946	+3%	+$42.4K	0.07%	208
2017 Q1	$1.35M	Sell	30,726 -1,852	-6%	-$79.3K	0.06%	237
2016 Q4	$1.33M	Sell	32,578 -33,730	-51%	-$1.36M	0.06%	241
2016 Q3	$2.65M	Buy	66,308 +10,690	+19%	+$431K	0.13%	151
2016 Q2	$2.17M	Buy	+55,618	New	+$2.19M	0.12%	161
2015 Q2	–	Sell	-9,600	Closed	-$362K	–	541
2015 Q1	$362K	Sell	9,600 -8,458	-47%	-$311K	0.03%	281
2014 Q4	$651K	Sell	18,058 -390	-2%	-$13.4K	0.06%	209
2014 Q3	$615K	Buy	18,448 +258	+1%	+$8.72K	0.07%	193
2014 Q2	$607K	Sell	18,190 -2,570	-12%	-$83.4K	0.07%	202
2014 Q1	$672K	Sell	20,760 -1,560	-7%	-$50.9K	0.09%	184
2013 Q4	$746K	Buy	+22,320	New	+$710K	0.09%	179

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

Mariner's XLY Position: Q1 2026 in Review

Mariner reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.2% in Q1 2026, selling an estimated $835K and leaving 162,715 shares worth $17.7M. The position accounts for 0.02% of the portfolio, ranked #506.

Mariner first reported a position in XLY in Q4 2013 and has held it in 46 quarters since. The position peaked at $26M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Mariner held 162,715 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $17.7M as of Q1 2026.
Mariner sold 7,146 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $835K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Mariner's portfolio in Q1 2026, its #506 holding.
Mariner first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and has held it in 46 quarters since.
Mariner's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $26M 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 Mariner's 13F filing for Q1 2026, filed 13 May 2026.