Strategic Financial Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Strategic Financial Partners’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	-33,806	Closed	-$4.04M	–	88
2025 Q4	$4.04M	Buy	+33,806	New	+$4.01M	1.75%	15
2025 Q3	–	Sell	-33,172	Closed	-$3.6M	–	83
2025 Q2	$3.6M	Buy	+33,172	New	+$3.39M	1.67%	15
2024 Q2	–	Sell	-27,248	Closed	-$2.51M	–	75
2024 Q1	$2.51M	Buy	+27,248	New	+$2.43M	1.39%	18

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

Strategic Financial Partners's XLY Position: Q1 2026 in Review

Strategic Financial Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 33,806 shares — an estimated $4.04M sold.

Strategic Financial Partners first reported a position in XLY in Q1 2024 and held it in 3 quarters. The position peaked at $4.04M in Q4 2025. 1,292 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Strategic Financial Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Strategic Financial Partners sold 33,806 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $4.04M.
Strategic Financial Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and held it in 3 quarters.
Strategic Financial Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.04M in Q4 2025.
1,292 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.