Smithbridge Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Smithbridge Asset 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 Q1	–	Sell	-1,800	Closed	-$215K	–	211
2025 Q4	$215K	Buy	+1,800	New	+$213K	0.02%	179
2024 Q3	$1.04M	Sell	10,334 -550	-5%	-$51.4K	0.18%	91
2024 Q2	$993K	Sell	10,884 -492	-4%	-$43.7K	0.21%	83
2024 Q1	$1.05M	Buy	11,376 +20	+0.2%	+$1.78K	0.22%	84
2023 Q4	$1.01M	Sell	11,356 -1,212	-10%	-$100K	0.23%	84
2023 Q3	$1.01M	Sell	12,568 -174	-1%	-$14.7K	0.25%	83
2023 Q2	$1.08M	Buy	12,742 +52	+0.4%	+$3.98K	0.25%	81
2023 Q1	$949K	Sell	12,690 -7,496	-37%	-$537K	0.24%	87
2022 Q4	$1.3M	Sell	20,186 -170	-0.8%	-$11.9K	0.35%	75
2022 Q3	$1.45M	Sell	20,356 -15,066	-43%	-$1.18M	0.6%	49
2022 Q2	$2.44M	Sell	35,422 -914	-3%	-$72K	0.94%	40
2022 Q1	$3.36M	Sell	36,336 -7,812	-18%	-$716K	1.11%	40
2021 Q4	$4.51M	Sell	44,148 -3,066	-6%	-$305K	1.37%	33
2021 Q3	$4.24M	Sell	47,214 -382	-0.8%	-$34.7K	1.41%	32
2021 Q2	$4.25M	Buy	+47,596	New	+$4.14M	1.38%	32

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Smithbridge Asset Management's XLY Position: Q1 2026 in Review

Smithbridge Asset Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 1,800 shares — an estimated $215K sold.

Smithbridge Asset Management first reported a position in XLY in Q2 2021 and held it in 15 quarters. The position peaked at $4.51M in Q4 2021. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Smithbridge Asset Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Smithbridge Asset Management sold 1,800 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $215K.
Smithbridge Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and held it in 15 quarters.
Smithbridge Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.51M in Q4 2021.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.