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

Perfromance Wealth 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	$321K	Hold	2,942	–	–	0.01%	162
2025 Q4	$351K	Sell	2,942 -140	-5%	-$16.6K	0.01%	153
2025 Q3	$369K	Buy	3,082 +108	+4%	+$12.4K	0.01%	151
2025 Q2	$323K	Hold	2,974	–	–	0.01%	147
2025 Q1	$294K	Sell	2,974 -710	-19%	-$77K	0.01%	135
2024 Q4	$413K	Hold	3,684	–	–	0.01%	112
2024 Q3	$369K	Hold	3,684	–	–	0.01%	124
2024 Q2	$336K	Buy	3,684 +32	+0.9%	+$2.84K	0.01%	113
2024 Q1	$336K	Hold	3,652	–	–	0.01%	119
2023 Q4	$327K	Hold	3,652	–	–	0.01%	126
2023 Q3	$294K	Hold	3,652	–	–	0.01%	135
2023 Q2	$314K	Hold	3,652	–	–	0.01%	140
2023 Q1	$273K	Sell	3,652 -26	-0.7%	-$1.86K	0.01%	150
2022 Q4	$238K	Buy	3,678 +70	+2%	+$4.88K	0.01%	146
2022 Q3	$257K	Buy	3,608 +150	+4%	+$11.7K	0.01%	134
2022 Q2	$238K	Hold	3,458	–	–	0.01%	141
2022 Q1	$320K	Buy	3,458 +26	+0.8%	+$2.38K	0.01%	132
2021 Q4	$351K	Buy	+3,432	New	+$342K	0.01%	135

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

Perfromance Wealth Partners's XLY Position: Q1 2026 in Review

Perfromance Wealth Partners held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 2,942 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #162.

Perfromance Wealth Partners first reported a position in XLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $413K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Perfromance Wealth Partners held 2,942 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $321K as of Q1 2026.
Perfromance Wealth Partners left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #162 holding.
Perfromance Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $413K in Q4 2024.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.