Sound View Wealth Advisors Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Sound View Wealth Advisors Group’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	-1,859	Closed	-$222K	–	436
2025 Q4	$222K	Sell	1,859 -1	-0.1%	-$119	0.01%	392
2025 Q3	$223K	Hold	1,860	–	–	0.02%	404
2025 Q2	$202K	Buy	+1,860	New	+$190K	0.01%	415

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

Sound View Wealth Advisors Group's XLY Position: Q1 2026 in Review

Sound View Wealth Advisors Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 1,859 shares — an estimated $222K sold.

Sound View Wealth Advisors Group first reported a position in XLY in Q2 2025 and held it in 3 quarters. The position peaked at $223K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Sound View Wealth Advisors Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Sound View Wealth Advisors Group sold 1,859 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $222K.
Sound View Wealth Advisors Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and held it in 3 quarters.
Sound View Wealth Advisors Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $223K 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 Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.