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

Meridian 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	$2.78M	Buy	25,497 +3,599	+16%	+$421K	0.1%	185
2025 Q4	$2.61M	Sell	21,898 -264	-1%	-$31.3K	0.09%	190
2025 Q3	$2.61M	Buy	22,162 +168	+0.8%	+$19.2K	0.1%	181
2025 Q2	$2.38M	Sell	21,994 -212	-1%	-$21.7K	0.1%	180
2025 Q1	$2.19M	Buy	22,206 +684	+3%	+$74.2K	0.11%	176
2024 Q4	$2.4M	Sell	21,522 -112	-0.5%	-$12K	0.11%	172
2024 Q3	$2.16M	Buy	21,634 +24	+0.1%	+$2.24K	0.11%	174
2024 Q2	$1.97M	Buy	+21,610	New	+$1.92M	0.24%	79
2024 Q1	–	Sell	-41,138	Closed	-$3.68M	–	589
2023 Q4	$3.68M	Sell	41,138 -1,562	-4%	-$129K	0.23%	92
2023 Q3	$3.44M	Sell	42,700 -964	-2%	-$81.5K	0.21%	97
2023 Q2	$3.71M	Sell	43,664 -10,568	-19%	-$809K	0.31%	65
2023 Q1	$4.05M	Sell	54,232 -16,160	-23%	-$1.16M	0.35%	65
2022 Q4	$4.55M	Sell	70,392 -2,368	-3%	-$165K	0.45%	48
2022 Q3	$5.18M	Sell	72,760 -6,136	-8%	-$480K	0.56%	29
2022 Q2	$5.42M	Buy	78,896 +37,450	+90%	+$2.95M	0.44%	48
2022 Q1	$3.83M	Buy	41,446 +3,656	+10%	+$335K	0.42%	47
2021 Q4	$3.86M	Buy	37,790 +632	+2%	+$63K	0.41%	47
2021 Q3	$3.33M	Buy	37,158 +664	+2%	+$60.3K	0.41%	50
2021 Q2	$3.26M	Buy	36,494 +12,902	+55%	+$1.12M	0.42%	51
2021 Q1	$1.98M	Buy	23,592 +64	+0.3%	+$5.32K	0.29%	77
2020 Q4	$1.89M	Buy	+23,528	New	+$1.81M	0.3%	70
2019 Q3	–	Sell	-362	Closed	-$216	–	516
2019 Q2	$216	Buy	+362	New	+$21.2K	0.01%	528

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

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

Meridian Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 16% in Q1 2026, buying an estimated $421K and bringing the position to 25,497 shares worth $2.78M. The position accounts for 0.1% of the portfolio, ranked #185.

Meridian Wealth Management first reported a position in XLY in Q2 2019 and has held it in 22 quarters since. The position peaked at $5.42M in Q2 2022. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Meridian Wealth Management held 25,497 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.78M as of Q1 2026.
Meridian Wealth Management bought 3,599 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $421K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Meridian Wealth Management's portfolio in Q1 2026, its #185 holding.
Meridian Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2019 and has held it in 22 quarters since.
Meridian Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.42M 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 Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.