&Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

&Partners’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	$5.95M	Sell	54,703 -14,544	-21%	-$1.7M	0.03%	476
2025 Q4	$8.27M	Buy	69,247 +725	+1%	+$86K	0.04%	355
2025 Q3	$8.21M	Buy	68,522 +7,648	+13%	+$875K	0.05%	311
2025 Q2	$6.62M	Buy	60,874 +1,440	+2%	+$147K	0.05%	310
2025 Q1	$5.86M	Buy	59,434 +17,874	+43%	+$1.94M	0.06%	268
2024 Q4	$4.82M	Buy	41,560 +17,564	+73%	+$1.88M	0.06%	284
2024 Q3	$2.4M	Buy	23,996 +9,490	+65%	+$887K	0.05%	334
2024 Q2	$1.32M	Buy	+14,506	New	+$1.29M	0.06%	280
2021 Q4	–	Sell	-3,066	Closed	-$275K	–	192
2021 Q3	$275K	Buy	3,066 +342	+13%	+$31.1K	0.17%	131
2021 Q2	$243K	Buy	+2,724	New	+$237K	0.16%	147

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

&Partners's XLY Position: Q1 2026 in Review

&Partners reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 21% in Q1 2026, selling an estimated $1.7M and leaving 54,703 shares worth $5.95M. The position accounts for 0.03% of the portfolio, ranked #476.

&Partners first reported a position in XLY in Q2 2021 and has held it in 10 quarters since. The position peaked at $8.27M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

&Partners held 54,703 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.95M as of Q1 2026.
&Partners sold 14,544 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $1.7M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of &Partners's portfolio in Q1 2026, its #476 holding.
&Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and has held it in 10 quarters since.
&Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.27M in Q4 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.