Phoenix Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Phoenix Financial’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	$1.96M	Hold	18,000	–	–	0.02%	180
2025 Q4	$2.15M	Hold	18,000	–	–	0.02%	174
2025 Q3	$2.16M	Sell	18,000 -360,934	-95%	-$41.3M	0.03%	179
2025 Q2	$41.2M	Buy	+378,934	New	+$38.7M	0.54%	39
2023 Q1	–	Sell	-1,612,208	Closed	-$104M	–	341
2022 Q4	$104M	Hold	1,612,208	–	–	2.02%	15
2022 Q3	$117M	Buy	+1,612,208	New	+$126M	2.58%	8
2022 Q2	–	Sell	-16,868	Closed	-$1.56M	–	433
2022 Q1	$1.56M	Sell	16,868 -540	-3%	-$49.5K	0.03%	218
2021 Q4	$1.78M	Sell	17,408 -510	-3%	-$50.8K	0.03%	209
2021 Q3	$1.61M	Sell	17,918 -4,160	-19%	-$378K	0.03%	233
2021 Q2	$1.97M	Sell	22,078 -139,862	-86%	-$12.2M	0.04%	215
2021 Q1	$13.6M	Buy	161,940 +154,452	+2,063%	+$12.8M	0.31%	86
2020 Q4	$601K	Buy	+7,488	New	+$577K	0.02%	248
2020 Q3	–	Sell	-32,480	Closed	-$1.97M	–	370
2020 Q2	$1.97M	Buy	+32,480	New	+$1.91M	0.08%	162
2020 Q1	–	Sell	-22,090	Closed	-$1.38M	–	328
2019 Q4	$1.38M	Buy	22,090 +152	+0.7%	+$9.25K	0.06%	143
2019 Q3	$1.25M	Buy	+21,938	New	+$1.32M	0.06%	144

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 $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Phoenix Financial's XLY Position: Q1 2026 in Review

Phoenix Financial held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 18,000 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #180.

Phoenix Financial first reported a position in XLY in Q3 2019 and has held it in 15 quarters since. The position peaked at $117M in Q3 2022. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Phoenix Financial held 18,000 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.96M as of Q1 2026.
Phoenix Financial 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 0.02% of Phoenix Financial's portfolio in Q1 2026, its #180 holding.
Phoenix Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2019 and has held it in 15 quarters since.
Phoenix Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $117M in Q3 2022.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.