Spartan Planning & Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Spartan Planning & 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 Q1	–	Sell	-2,844	Closed	-$340K	–	98
2025 Q4	$340K	Sell	2,844 -230	-7%	-$27.3K	0.25%	57
2025 Q3	$368K	Sell	3,074 -302	-9%	-$34.6K	0.29%	55
2025 Q2	$367K	Buy	+3,376	New	+$345K	0.31%	55
2025 Q1	–	Sell	-3,612	Closed	-$405K	–	84
2024 Q4	$405K	Buy	+3,612	New	+$386K	0.37%	46
2023 Q4	$96K	Buy	1,074 +588	+121%	+$48.7K	0.1%	97
2023 Q3	$39.1K	Buy	+486	New	+$41.1K	0.05%	93

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

Spartan Planning & Wealth Management's XLY Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 2,844 shares — an estimated $340K sold.

Spartan Planning & Wealth Management first reported a position in XLY in Q3 2023 and held it in 6 quarters. The position peaked at $405K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Spartan Planning & Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 2,844 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $340K.
Spartan Planning & Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2023 and held it in 6 quarters.
Spartan Planning & Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $405K in Q4 2024.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.