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

National Wealth Management 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	–	Sell	-2,959	Closed	-$353K	–	261
2025 Q4	$353K	Buy	+2,959	New	+$351K	0.12%	164
2023 Q4	–	Sell	-3,526	Closed	-$284K	–	161
2023 Q3	$284K	Buy	+3,526	New	+$298K	0.31%	100
2022 Q2	–	Sell	-3,158	Closed	-$292K	–	141
2022 Q1	$292K	Sell	3,158 -3,580	-53%	-$328K	0.28%	80
2021 Q4	$689K	Buy	+6,738	New	+$671K	0.65%	53

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

National Wealth Management Group's XLY Position: Q1 2026 in Review

National Wealth Management Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 2,959 shares — an estimated $353K sold.

National Wealth Management Group first reported a position in XLY in Q4 2021 and held it in 4 quarters. The position peaked at $689K in Q4 2021. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

National Wealth Management Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
National Wealth Management Group sold 2,959 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $353K.
National Wealth Management Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
National Wealth Management Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $689K in Q4 2021.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.