Stonehaven Wealth & Tax Solutions’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$201K	Buy	+1,848	New	+$216K	0.18%	78
2025 Q4	–	Sell	-2,074	Closed	-$249K	–	102
2025 Q3	$249K	Sell	2,074 -4	-0.2%	-$458	0.23%	65
2025 Q2	$226K	Sell	2,078 -4	-0.2%	-$409	0.22%	70
2025 Q1	$206K	Sell	2,082 -258	-11%	-$28K	0.22%	66
2024 Q4	$262K	Buy	+2,340	New	+$250K	0.29%	69

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

Stonehaven Wealth & Tax Solutions's XLY Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026: 1,848 shares worth $201K. The stake represents 0.18% of the portfolio and ranks #78 among its holdings. This is a return to the name: Stonehaven Wealth & Tax Solutions previously reported a position in XLY as recently as Q3 2025.

Stonehaven Wealth & Tax Solutions first reported a position in XLY in Q4 2024 and has held it in 5 quarters since. The position peaked at $262K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 1,848 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $201K as of Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Stonehaven Wealth & Tax Solutions position in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.18% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #78 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
Stonehaven Wealth & Tax Solutions's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $262K 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 Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.