Phillips Wealth Planners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Phillips Wealth Planners’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	$449K	Buy	3,765 +208	+6%	+$24.3K	0.34%	96
2025 Q4	$432K	Sell	3,557 -3,561	-50%	-$422K	0.35%	91
2025 Q3	$854K	Sell	7,118 -206	-3%	-$23.6K	0.71%	40
2025 Q2	$797K	Buy	7,324 +246	+3%	+$25.2K	0.72%	37
2025 Q1	$671K	Buy	7,078 +522	+8%	+$56.6K	0.71%	44
2024 Q4	$724K	Sell	6,556 -168	-2%	-$18K	0.72%	36
2024 Q3	$669K	Buy	6,724 +184	+3%	+$17.2K	0.64%	39
2024 Q2	$626K	Buy	6,540 +18	+0.3%	+$1.6K	0.66%	36
2024 Q1	$565K	Buy	6,522 +350	+6%	+$31.2K	0.65%	43
2023 Q4	$535K	Sell	6,172 -172	-3%	-$14.2K	0.64%	44
2023 Q3	$489K	Sell	6,344 -366	-5%	-$30.9K	0.66%	49
2023 Q2	$570K	Sell	6,710 -246	-4%	-$18.8K	0.75%	46
2023 Q1	$509K	Buy	6,956 +22	+0.3%	+$1.58K	0.67%	48
2022 Q4	$521K	Buy	+6,934	New	+$483K	0.91%	40

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

Phillips Wealth Planners's XLY Position: Q1 2026 in Review

Phillips Wealth Planners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.8% in Q1 2026, buying an estimated $24.3K and bringing the position to 3,765 shares worth $449K. The position accounts for 0.34% of the portfolio, ranked #96.

Phillips Wealth Planners first reported a position in XLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $854K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Phillips Wealth Planners held 3,765 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $449K as of Q1 2026.
Phillips Wealth Planners bought 208 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $24.3K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.34% of Phillips Wealth Planners's portfolio in Q1 2026, its #96 holding.
Phillips Wealth Planners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Phillips Wealth Planners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $854K in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.