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

Stillwater Wealth Management 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	$283K	Hold	2,600	–	–	0.18%	69
2025 Q4	$310K	Hold	2,600	–	–	0.21%	65
2025 Q3	$312K	Buy	+2,600	New	+$298K	0.22%	62
2025 Q1	$257K	Sell	2,600 -410	-14%	-$44.5K	0.22%	60
2024 Q4	$338K	Buy	+3,010	New	+$322K	0.3%	54

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

Stillwater Wealth Management Group's XLY Position: Q1 2026 in Review

Stillwater Wealth Management Group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 2,600 shares worth $283K. The position accounts for 0.18% of the portfolio, ranked #69.

Stillwater Wealth Management Group first reported a position in XLY in Q4 2024 and has held it in 5 quarters since. The position peaked at $338K in Q4 2024. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Stillwater Wealth Management Group held 2,600 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $283K as of Q1 2026.
Stillwater Wealth Management Group left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.18% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #69 holding.
Stillwater Wealth Management Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
Stillwater Wealth Management Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $338K in Q4 2024.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.