Pettyjohn Wood & White’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Pettyjohn Wood & White’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	$2.09M	Hold	19,174	–	–	0.33%	65
2025 Q4	$2.29M	Sell	19,174 -460	-2%	-$54.5K	0.36%	61
2025 Q3	$2.35M	Hold	19,634	–	–	0.39%	60
2025 Q2	$2.13M	Buy	19,634 +376	+2%	+$38.4K	0.38%	63
2025 Q1	$1.9M	Buy	19,258 +270	+1%	+$29.3K	0.36%	62
2024 Q4	$2.13M	Buy	18,988 +50	+0.3%	+$5.35K	0.39%	59
2024 Q3	$1.9M	Sell	18,938 -150	-0.8%	-$14K	0.35%	63
2024 Q2	$1.74M	Buy	19,088 +812	+4%	+$72.1K	0.34%	64
2024 Q1	$1.68M	Buy	18,276 +718	+4%	+$63.9K	0.33%	63
2023 Q4	$1.57M	Buy	17,558 +344	+2%	+$28.5K	0.34%	65
2023 Q3	$1.39M	Buy	17,214 +300	+2%	+$25.4K	0.33%	66
2023 Q2	$1.44M	Sell	16,914 -140	-0.8%	-$10.7K	0.33%	66
2023 Q1	$1.28M	Sell	17,054 -80	-0.5%	-$5.74K	0.31%	71
2022 Q4	$1.11M	Buy	17,134 +2,384	+16%	+$166K	0.28%	71
2022 Q3	$1.05M	Sell	14,750 -3,012	-17%	-$236K	0.28%	72
2022 Q2	$1.22M	Sell	17,762 -174	-1%	-$13.7K	0.29%	71
2022 Q1	$1.66M	Buy	17,936 +120	+0.7%	+$11K	0.35%	65
2021 Q4	$1.82M	Sell	17,816 -314	-2%	-$31.3K	0.38%	64
2021 Q3	$1.63M	Buy	18,130 +330	+2%	+$30K	0.36%	66
2021 Q2	$1.59M	Buy	17,800 +10,070	+130%	+$877K	0.36%	67
2021 Q1	$650K	Buy	+7,730	New	+$643K	0.15%	94
2015 Q3	–	Sell	-6,168	Closed	-$236K	–	133
2015 Q2	$236K	Sell	6,168 -236	-4%	-$9.03K	0.1%	116
2015 Q1	$241K	Buy	6,404 +764	+14%	+$28.1K	0.1%	117
2014 Q4	$203K	Buy	+5,640	New	+$193K	0.08%	120

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

Pettyjohn Wood & White's XLY Position: Q1 2026 in Review

Pettyjohn Wood & White held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 19,174 shares worth $2.09M. The position accounts for 0.33% of the portfolio, ranked #65.

Pettyjohn Wood & White first reported a position in XLY in Q4 2014 and has held it in 24 quarters since. The position peaked at $2.35M in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Pettyjohn Wood & White held 19,174 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.09M as of Q1 2026.
Pettyjohn Wood & White 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 0.33% of Pettyjohn Wood & White's portfolio in Q1 2026, its #65 holding.
Pettyjohn Wood & White first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and has held it in 24 quarters since.
Pettyjohn Wood & White's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.35M in Q3 2025.
1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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