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

Mindset 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	–	Sell	-1,808	Closed	-$216K	–	197
2025 Q4	$216K	Buy	1,808 +6	+0.3%	+$711	0.06%	166
2025 Q3	$216K	Buy	+1,802	New	+$206K	0.06%	160
2025 Q1	–	Sell	-1,800	Closed	-$202K	–	159
2024 Q4	$202K	Buy	+1,800	New	+$193K	0.07%	128

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

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

Mindset Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 1,808 shares — an estimated $216K sold.

Mindset Wealth Management first reported a position in XLY in Q4 2024 and held it in 3 quarters. The position peaked at $216K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Mindset Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Mindset Wealth Management sold 1,808 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $216K.
Mindset Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
Mindset Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $216K 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 Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.