Schrum Private 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
$899K Buy
8,245
+1
+0% +$117 0.69% 43
2025
Q4
$984K Hold
8,244
0.73% 38
2025
Q3
$988K Sell
8,244
-100
-1% -$11.4K 0.72% 37
2025
Q2
$907K Hold
8,344
0.73% 37
2025
Q1
$824K Buy
8,344
+2
+0% +$217 0.72% 38
2024
Q4
$936K Buy
+8,342
New +$892K 0.79% 35
2024
Q3
Sell
-8,360
Closed -$762K 178
2024
Q2
$762K Buy
8,360
+2
+0% +$178 0.69% 41
2024
Q1
$769K Buy
+8,358
New +$744K 0.7% 40
2023
Q4
Sell
-8,356
Closed -$673K 115
2023
Q3
$673K Hold
8,356
0.77% 40
2023
Q2
$709K Sell
8,356
-798
-9% -$61.1K 0.77% 39
2023
Q1
$684K Hold
9,154
0.79% 34
2022
Q4
$591K Buy
9,154
+2
+0% +$139 0.7% 40
2022
Q3
$651K Buy
9,152
+2
+0% +$156 0.82% 33
2022
Q2
$629K Buy
9,150
+2
+0% +$158 0.71% 40
2022
Q1
$840K Hold
9,148
0.84% 33
2021
Q4
$934K Buy
+9,148
New +$911K 0.85% 31

Other funds holding XLY

Schrum Private Wealth Management's XLY Position: Q1 2026 in Review

Schrum Private Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.01% in Q1 2026, buying an estimated $117 and bringing the position to 8,245 shares worth $899K. The position accounts for 0.69% of the portfolio, ranked #43.

Schrum Private Wealth Management first reported a position in XLY in Q4 2021 and has held it in 16 quarters since. The position peaked at $988K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Schrum Private Wealth Management held 8,245 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $899K as of Q1 2026.
  • Schrum Private Wealth Management bought 1 State Street Consumer Discretionary Select Sector SPDR ETF share in Q1 2026, an estimated $117.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.69% of Schrum Private Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Schrum Private Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
  • Schrum Private Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $988K 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 Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.