RMR Wealth Builders’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
Sell
-1,982
Closed -$237K 294
2025
Q4
$237K Sell
1,982
-1,240
-38% -$147K 0.02% 254
2025
Q3
$386K Buy
3,222
+90
+3% +$10.3K 0.03% 199
2025
Q2
$340K Sell
3,132
-244
-7% -$25K 0.03% 209
2025
Q1
$333K Sell
3,376
-504
-13% -$54.7K 0.04% 189
2024
Q4
$435K Sell
3,880
-54
-1% -$5.78K 0.05% 168
2024
Q3
$394K Buy
3,934
+26
+0.7% +$2.43K 0.04% 182
2024
Q2
$356K Sell
3,908
-2,794
-42% -$248K 0.04% 181
2024
Q1
$616K Buy
6,702
+484
+8% +$43.1K 0.07% 134
2023
Q4
$556K Buy
+6,218
New +$515K 0.08% 132
2021
Q2
Sell
-1,044
Closed -$88K 725
2021
Q1
$88K Buy
1,044
+690
+195% +$57.4K 0.02% 286
2020
Q4
$28K Sell
354
-3,820
-92% -$295K 0.01% 321
2020
Q3
$307K Buy
+4,174
New +$295K 0.08% 152

Other funds holding XLY

RMR Wealth Builders's XLY Position: Q1 2026 in Review

RMR Wealth Builders sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 1,982 shares — an estimated $237K sold.

RMR Wealth Builders first reported a position in XLY in Q3 2020 and held it in 12 quarters. The position peaked at $616K in Q1 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • RMR Wealth Builders reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • RMR Wealth Builders sold 1,982 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $237K.
  • RMR Wealth Builders first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and held it in 12 quarters.
  • RMR Wealth Builders's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $616K in Q1 2024.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.