Rothschild Capital Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Rothschild Capital 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	–	Sell	-15,769	Closed	-$1.88M	–	111
2025 Q4	$1.88M	Buy	15,769 +1,441	+10%	+$171K	0.44%	26
2025 Q3	$1.72M	Buy	14,328 +11,160	+352%	+$1.28M	0.41%	27
2025 Q2	$344K	Sell	3,168 -122,330	-97%	-$12.5M	0.09%	58
2025 Q1	$12.4M	Sell	125,498 -7,014	-5%	-$761K	3.24%	13
2024 Q4	$14.9M	Buy	132,512 +70,646	+114%	+$7.56M	3.61%	10
2024 Q3	$6.2M	Hold	61,866	–	–	1.73%	22
2024 Q2	$5.64M	Hold	61,866	–	–	1.61%	20
2024 Q1	$5.69M	Sell	61,866 -32,940	-35%	-$2.93M	1.65%	21
2023 Q4	$8.48M	Buy	94,806 +34,146	+56%	+$2.83M	2.67%	17
2023 Q3	$4.88M	Hold	60,660	–	–	1.91%	22
2023 Q2	$5.15M	Buy	+60,660	New	+$4.64M	1.9%	20
2022 Q4	–	Sell	-147,088	Closed	-$10.5M	–	32
2022 Q3	$10.5M	Buy	147,088 +110,934	+307%	+$8.68M	4.82%	8
2022 Q2	$2.48M	Buy	36,154 +18,960	+110%	+$1.49M	1.04%	25
2022 Q1	$1.59M	Sell	17,194 -188,040	-92%	-$17.2M	0.56%	29
2021 Q4	$21M	Buy	205,234 +105,618	+106%	+$10.5M	6.25%	4
2021 Q3	$8.94M	Buy	+99,616	New	+$9.05M	2.86%	14
2020 Q3	–	Sell	-20,014	Closed	-$1.28M	–	39
2020 Q2	$1.28M	Sell	20,014 -14,304	-42%	-$843K	0.53%	34
2020 Q1	$1.68M	Buy	+34,318	New	+$2.03M	0.94%	25
2019 Q4	–	Sell	-39,088	Closed	-$2.36M	–	38
2019 Q3	$2.36M	Sell	39,088 -17,022	-30%	-$1.03M	1.19%	24
2019 Q2	$3.34M	Buy	+56,110	New	+$3.28M	1.64%	22
2018 Q1	–	Sell	-125,402	Closed	-$6.19M	–	53
2017 Q4	$6.19M	Buy	125,402 +30,728	+32%	+$1.45M	2.43%	12
2017 Q3	$4.26M	Sell	94,674 -80,690	-46%	-$3.63M	1.84%	21
2017 Q2	$7.86M	Buy	175,364 +162,644	+1,279%	+$7.28M	2.98%	9
2017 Q1	$559K	Sell	12,720 -10,050	-44%	-$430K	0.22%	39
2016 Q4	$927K	Buy	22,770 +5,100	+29%	+$206K	0.39%	42
2016 Q3	$707K	Buy	+17,670	New	+$712K	0.25%	58
2015 Q1	–	Sell	-140,730	Closed	-$5.08M	–	47
2014 Q4	$5.08M	Buy	+140,730	New	+$4.82M	2.44%	18

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

Rothschild Capital Partners's XLY Position: Q1 2026 in Review

Rothschild Capital Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 15,769 shares — an estimated $1.88M sold.

Rothschild Capital Partners first reported a position in XLY in Q4 2014 and held it in 27 quarters. The position peaked at $21M in Q4 2021. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Rothschild Capital Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Rothschild Capital Partners sold 15,769 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $1.88M.
Rothschild Capital Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and held it in 27 quarters.
Rothschild Capital Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $21M in Q4 2021.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.