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

Perigon Wealth 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	$1.04M	Sell	9,575 -7,153	-43%	-$836K	0.02%	519
2025 Q4	$2M	Buy	16,728 +6,958	+71%	+$825K	0.04%	374
2025 Q3	$1.17M	Buy	9,770 +280	+3%	+$32K	0.02%	468
2025 Q2	$1.03M	Sell	9,490 -838	-8%	-$85.7K	0.02%	461
2025 Q1	$1.02M	Buy	10,328 +198	+2%	+$21.5K	0.03%	449
2024 Q4	$1.15M	Buy	10,130 +1,600	+19%	+$171K	0.03%	417
2024 Q3	$855K	Sell	8,530 -1,092	-11%	-$102K	0.02%	479
2024 Q2	$877K	Sell	9,622 -2,874	-23%	-$255K	0.03%	402
2024 Q1	$1.15M	Sell	12,496 -330	-3%	-$29.4K	0.03%	342
2023 Q4	$1.15M	Sell	12,826 -50	-0.4%	-$4.14K	0.04%	314
2023 Q3	$1.04M	Sell	12,876 -296	-2%	-$25K	0.04%	298
2023 Q2	$1.12M	Buy	13,172 +1,302	+11%	+$99.7K	0.04%	297
2023 Q1	$888K	Sell	11,870 -1,858	-14%	-$133K	0.05%	294
2022 Q4	$887K	Buy	13,728 +8,554	+165%	+$596K	0.05%	288
2022 Q3	$369K	Buy	5,174 +2	+0%	+$156	0.03%	383
2022 Q2	$356K	Sell	5,172 -596	-10%	-$47K	0.03%	389
2022 Q1	$534K	Buy	5,768 +596	+12%	+$54.6K	0.04%	347
2021 Q4	$529K	Buy	5,172 +1,106	+27%	+$110K	0.04%	333
2021 Q3	$365K	Buy	4,066 +552	+16%	+$50.1K	0.03%	374
2021 Q2	$314K	Sell	3,514 -28	-0.8%	-$2.44K	0.03%	397
2021 Q1	$298K	Buy	3,542 +620	+21%	+$51.6K	0.03%	394
2020 Q4	$235K	Buy	2,922 +114	+4%	+$8.79K	0.03%	369
2020 Q3	$206K	Buy	+2,808	New	+$199K	0.03%	365
2018 Q2	–	Sell	-1,800	Closed	-$91K	–	603
2018 Q1	$91K	Hold	1,800	–	–	0.03%	242
2017 Q4	$89K	Hold	1,800	–	–	0.03%	217
2017 Q3	$81K	Hold	1,800	–	–	0.03%	284
2017 Q2	$81K	Hold	1,800	–	–	0.02%	323
2017 Q1	$79K	Hold	1,800	–	–	0.02%	331
2016 Q4	$78K	Hold	1,800	–	–	0.02%	312
2016 Q3	$72K	Buy	+1,800	New	+$72.5K	0.02%	271

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

Perigon Wealth Management's XLY Position: Q1 2026 in Review

Perigon Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 43% in Q1 2026, selling an estimated $836K and leaving 9,575 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #519.

Perigon Wealth Management first reported a position in XLY in Q3 2016 and has held it in 30 quarters since. The position peaked at $2M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Perigon Wealth Management held 9,575 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.04M as of Q1 2026.
Perigon Wealth Management sold 7,153 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $836K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #519 holding.
Perigon Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2016 and has held it in 30 quarters since.
Perigon Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2M 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 Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.