Peak Financial Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Peak Financial 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	-1,762	Closed	-$210K	–	103
2025 Q4	$210K	Hold	1,762	–	–	0.05%	96
2025 Q3	$211K	Sell	1,762 -200	-10%	-$22.9K	0.06%	96
2025 Q2	$213K	Buy	+1,962	New	+$201K	0.06%	91
2025 Q1	–	Sell	-1,962	Closed	-$220K	–	108
2024 Q4	$220K	Sell	1,962 -348	-15%	-$37.2K	0.07%	92
2024 Q3	$231K	Hold	2,310	–	–	0.07%	88
2024 Q2	$211K	Buy	+2,310	New	+$205K	0.07%	91

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 $424B AUM 22.94% 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

Peak Financial Management's XLY Position: Q1 2026 in Review

Peak Financial Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 1,762 shares — an estimated $210K sold.

Peak Financial Management first reported a position in XLY in Q2 2024 and held it in 6 quarters. The position peaked at $231K in Q3 2024. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Peak Financial Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Peak Financial Management sold 1,762 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $210K.
Peak Financial Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2024 and held it in 6 quarters.
Peak Financial Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $231K in Q3 2024.
1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.