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Marshall & Sterling Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Marshall & Sterling Wealth Advisors’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 		– Sell
-26
Closed -$3.1K – 361
2025
Q4 		$3.1K Sell
26
-228
-90% -$27K ﹤0.01% 281
2025
Q3 		$30.4K Buy
+254
New +$29.1K 0.02% 226

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's XLY Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 26 shares — an estimated $3.1K sold.

Marshall & Sterling Wealth Advisors first reported a position in XLY in Q3 2025 and held it in 2 quarters. The position peaked at $30.4K in Q3 2025. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 26 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $3.1K.
  • Marshall & Sterling Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $30.4K in Q3 2025.
  • 1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.