Principle Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Principle Wealth Partners’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 Q2	$232K	Buy	+1,976	New	+$231K	0.01%	367
2026 Q1	–	Sell	-1,831	Closed	-$219K	–	392
2025 Q4	$219K	Sell	1,831 -7	-0.4%	-$830	0.01%	351
2025 Q3	$220K	Sell	1,838 -352	-16%	-$40.3K	0.01%	341
2025 Q2	$238K	Buy	+2,190	New	+$224K	0.01%	335
2025 Q1	–	Sell	-2,096	Closed	-$235K	–	352
2024 Q4	$235K	Buy	2,096 +26	+1%	+$2.78K	0.02%	314
2024 Q3	$207K	Buy	+2,070	New	+$193K	0.01%	326
2021 Q4	–	Sell	-2,746	Closed	-$246K	–	330
2021 Q3	$246K	Sell	2,746 -542	-16%	-$49.2K	0.03%	280
2021 Q2	$294K	Hold	3,288	–	–	0.03%	259
2021 Q1	$276K	Hold	3,288	–	–	0.03%	246
2020 Q4	$264K	Buy	+3,288	New	+$253K	0.03%	236
2020 Q3	–	Sell	-2,414	Closed	-$154K	–	443
2020 Q2	$154K	Buy	+2,414	New	+$142K	0.05%	166
2019 Q2	–	Sell	-3,736	Closed	-$213K	–	144
2019 Q1	$213K	Buy	+3,736	New	+$203K	0.12%	124

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principle Wealth Partners's XLY Position: Q2 2026 in Review

Principle Wealth Partners opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,976 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #367 among its holdings. This is a return to the name: Principle Wealth Partners previously reported a position in XLY as recently as Q4 2025.

Principle Wealth Partners first reported a position in XLY in Q1 2019 and has held it in 12 quarters since. The position peaked at $294K in Q2 2021. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Principle Wealth Partners held 1,976 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $232K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Principle Wealth Partners position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #367 holding.
Principle Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and has held it in 12 quarters since.
Principle Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $294K in Q2 2021.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.