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

Peterson 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	$4.36M	Buy	40,030 +1,750	+5%	+$205K	2.53%	14
2025 Q4	$4.57M	Sell	38,280 -12,114	-24%	-$1.44M	3.4%	10
2025 Q3	$6.04M	Sell	50,394 -10,390	-17%	-$1.19M	4.18%	7
2025 Q2	$6.61M	Sell	60,784 -638	-1%	-$65.2K	3.92%	6
2025 Q1	$6.06M	Buy	61,422 +834	+1%	+$90.4K	4.08%	7
2024 Q4	$6.8M	Buy	60,588 +1,786	+3%	+$191K	4.04%	7
2024 Q3	$5.89M	Buy	58,802 +836	+1%	+$78.1K	3.76%	9
2024 Q2	$5.29M	Buy	57,966 +12,086	+26%	+$1.07M	3.26%	9
2024 Q1	$4.22M	Buy	45,880 +1,008	+2%	+$89.8K	3.05%	9
2023 Q4	$4.01M	Buy	44,872 +7,566	+20%	+$627K	3.61%	7
2023 Q3	$3M	Buy	37,306 +16,502	+79%	+$1.4M	2.47%	12
2023 Q2	$1.77M	Buy	20,804 +4,482	+27%	+$343K	1.4%	17
2023 Q1	$1.22M	Buy	16,322 +1,288	+9%	+$92.3K	1.17%	26
2022 Q4	$971K	Sell	15,034 -210	-1%	-$14.6K	0.99%	27
2022 Q3	$1.09M	Buy	+15,244	New	+$1.19M	1.01%	30
2022 Q2	–	Sell	-26,030	Closed	-$2.41M	–	62
2022 Q1	$2.41M	Sell	26,030 -18,716	-42%	-$1.71M	1.62%	19
2021 Q4	$4.57M	Buy	44,746 +2,072	+5%	+$206K	3.05%	9
2021 Q3	$3.83M	Buy	42,674 +296	+0.7%	+$26.9K	2.97%	10
2021 Q2	$3.78M	Sell	42,378 -11,488	-21%	-$1M	2.95%	9
2021 Q1	$4.53M	Buy	53,866 +25,994	+93%	+$2.16M	3.84%	10
2020 Q4	$2.24M	Buy	27,872 +2,876	+12%	+$222K	1.82%	17
2020 Q3	$1.84M	Buy	24,996 +16,378	+190%	+$1.16M	1.63%	21
2020 Q2	$550K	Buy	8,618 +3,962	+85%	+$234K	0.55%	31
2020 Q1	$228K	Sell	4,656 -47,906	-91%	-$2.83M	0.28%	38
2019 Q4	$3.33M	Buy	+52,562	New	+$3.2M	3.03%	13

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

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

Peterson Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.6% in Q1 2026, buying an estimated $205K and bringing the position to 40,030 shares worth $4.36M. The position accounts for 2.53% of the portfolio, ranked #14.

Peterson Wealth Management first reported a position in XLY in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.8M in Q4 2024. 1,283 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Peterson Wealth Management held 40,030 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.36M as of Q1 2026.
Peterson Wealth Management bought 1,750 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $205K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 2.53% of Peterson Wealth Management's portfolio in Q1 2026, its #14 holding.
Peterson Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
Peterson Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.8M in Q4 2024.
1,283 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.