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

Schrum Private Wealth Management’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	–	Sell	-8,245	Closed	-$899K	–	136
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

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

Schrum Private Wealth Management's XLY Position: Q2 2026 in Review

Schrum Private Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 8,245 shares — an estimated $899K sold.

Schrum Private Wealth Management first reported a position in XLY in Q4 2021 and held it in 16 quarters. The position peaked at $988K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Schrum Private Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Schrum Private Wealth Management sold 8,245 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $899K.
Schrum Private Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 16 quarters.
Schrum Private Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $988K in Q3 2025.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.