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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.18M Sell
10,837
-992
-8% -$116K 0.38% 73
2025
Q4
$1.41M Sell
11,829
-177
-1% -$21K 0.46% 54
2025
Q3
$1.44M Sell
12,006
-182
-1% -$20.8K 0.48% 49
2025
Q2
$1.35M Buy
12,188
+244
+2% +$25K 0.48% 47
2025
Q1
$1.05M Buy
11,944
+994
+9% +$108K 0.49% 52
2024
Q4
$1.21M Buy
+10,950
New +$1.17M 0.53% 47

Other funds holding XLY

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

Pines Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 8.4% in Q1 2026, selling an estimated $116K and leaving 10,837 shares worth $1.18M. The position accounts for 0.38% of the portfolio, ranked #73.

Pines Wealth Management first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.44M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Pines Wealth Management held 10,837 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.18M as of Q1 2026.
  • Pines Wealth Management sold 992 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $116K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.38% of Pines Wealth Management's portfolio in Q1 2026, its #73 holding.
  • Pines Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.44M 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 Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.