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

Private 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 Q1	$284K	Hold	2,606	–	–	0.02%	145
2025 Q4	$311K	Sell	2,606 -902	-26%	-$107K	0.02%	141
2025 Q3	$420K	Hold	3,508	–	–	0.03%	133
2025 Q2	$381K	Hold	3,508	–	–	0.03%	137
2025 Q1	$346K	Buy	3,508 +88	+3%	+$9.54K	0.03%	135
2024 Q4	$384K	Hold	3,420	–	–	0.03%	141
2024 Q3	$343K	Hold	3,420	–	–	0.03%	144
2024 Q2	$312K	Hold	3,420	–	–	0.02%	139
2024 Q1	$314K	Hold	3,420	–	–	0.03%	133
2023 Q4	$306K	Buy	3,420 +708	+26%	+$58.6K	0.03%	134
2023 Q3	$218K	Hold	2,712	–	–	0.02%	147
2023 Q2	$230K	Hold	2,712	–	–	0.02%	148
2023 Q1	$203K	Buy	+2,712	New	+$194K	0.02%	151
2021 Q1	–	Sell	-2,712	Closed	-$218K	–	120
2020 Q4	$218K	Buy	+2,712	New	+$209K	0.02%	111

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

Private Wealth Partners's XLY Position: Q1 2026 in Review

Private Wealth Partners held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 2,606 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #145.

Private Wealth Partners first reported a position in XLY in Q4 2020 and has held it in 14 quarters since. The position peaked at $420K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Private Wealth Partners held 2,606 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $284K as of Q1 2026.
Private Wealth Partners 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 Private Wealth Partners's portfolio in Q1 2026, its #145 holding.
Private Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 14 quarters since.
Private Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $420K 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 Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.