Park Square Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Park Square Financial 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	-37	Closed	-$8.3K	–	334
2025 Q4	$8.3K	Sell	37 -41	-53%	-$4.86K	0.05%	162
2025 Q3	$9.35K	Buy	78 +38	+95%	+$4.35K	0.04%	168
2025 Q2	$4.35K	Sell	40 -52	-57%	-$5.32K	﹤0.01%	759
2025 Q1	$9.08K	Sell	92 -62	-40%	-$6.72K	0.01%	625
2024 Q4	$17.3K	Buy	+154	New	+$16.5K	0.01%	471

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

Park Square Financial Group's XLY Position: Q1 2026 in Review

Park Square Financial Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 37 shares — an estimated $8.3K sold.

Park Square Financial Group first reported a position in XLY in Q4 2024 and held it in 5 quarters. The position peaked at $17.3K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Park Square Financial Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Park Square Financial Group sold 37 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $8.3K.
Park Square Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Park Square Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $17.3K in Q4 2024.
1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.