Straightline Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Straightline 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	$2M	Buy	18,357 +1,144	+7%	+$134K	0.99%	9
2025 Q4	$2.12M	Buy	+17,213	New	+$2.04M	1.16%	7
2025 Q1	–	Sell	-12,884	Closed	-$1.45M	–	51
2024 Q4	$1.45M	Buy	+12,884	New	+$1.38M	0.95%	6

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 $424B AUM 22.96% 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

Straightline Group's XLY Position: Q1 2026 in Review

Straightline Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6.6% in Q1 2026, buying an estimated $134K and bringing the position to 18,357 shares worth $2M. The position accounts for 0.99% of the portfolio, ranked #9.

Straightline Group first reported a position in XLY in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.12M in Q4 2025. 1,285 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Straightline Group held 18,357 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2M as of Q1 2026.
Straightline Group bought 1,144 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $134K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.99% of Straightline Group's portfolio in Q1 2026, its #9 holding.
Straightline Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 3 quarters since.
Straightline Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.12M in Q4 2025.
1,285 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Straightline Group's 13F filing for Q1 2026, filed 12 May 2026.