SVB Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

SVB Wealth’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	-6,306	Closed	-$753K	–	412
2025 Q4	$753K	Sell	6,306 -1,636	-21%	-$194K	0.04%	239
2025 Q3	$952K	Hold	7,942	–	–	0.05%	232
2025 Q2	$863K	Sell	7,942 -640	-7%	-$65.4K	0.05%	239
2025 Q1	$847K	Sell	8,582 -372	-4%	-$40.3K	0.03%	170
2024 Q4	$1M	Buy	+8,954	New	+$958K	0.02%	316
2024 Q3	–	Sell	-9,928	Closed	-$905K	–	641
2024 Q2	$905K	Buy	9,928 +596	+6%	+$53K	0.02%	342
2024 Q1	$858K	Buy	9,332 +330	+4%	+$29.4K	0.02%	378
2023 Q4	$805K	Sell	9,002 -21,644	-71%	-$1.79M	0.02%	372
2023 Q3	$2.47M	Sell	30,646 -192	-0.6%	-$16.2K	0.05%	202
2023 Q2	$2.62M	Buy	30,838 +412	+1%	+$31.5K	0.05%	207
2023 Q1	$2.27M	Sell	30,426 -514	-2%	-$36.9K	0.03%	248
2022 Q4	$2M	Buy	30,940 +1,428	+5%	+$99.6K	0.03%	271
2022 Q3	$2.1M	Sell	29,512 -1,286	-4%	-$101K	0.03%	252
2022 Q2	$2.12M	Buy	30,798 +6,314	+26%	+$497K	0.03%	217
2022 Q1	$2.27M	Buy	24,484 +226	+0.9%	+$20.7K	0.03%	214
2021 Q4	$2.48M	Sell	24,258 -256	-1%	-$25.5K	0.04%	197
2021 Q3	$2.2M	Sell	24,514 -2,050	-8%	-$186K	0.03%	243
2021 Q2	$2.37M	Buy	26,564 +932	+4%	+$81.2K	0.03%	234
2021 Q1	$3.07M	Sell	25,632 -108	-0.4%	-$8.98K	0.04%	203
2020 Q4	$2.07M	Buy	25,740 +320	+1%	+$24.7K	0.03%	232
2020 Q3	$1.87M	Sell	25,420 -4,102	-14%	-$290K	0.03%	221
2020 Q2	$1.89M	Sell	29,522 -10,274	-26%	-$606K	0.04%	204
2020 Q1	$1.95M	Sell	39,796 -3,770	-9%	-$223K	0.05%	176
2019 Q4	$2.73M	Buy	43,566 +18,566	+74%	+$1.13M	0.05%	185
2019 Q3	$1.51M	Buy	25,000 +412	+2%	+$24.8K	0.03%	237
2019 Q2	$1.47M	Buy	+24,588	New	+$1.44M	0.05%	235

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

SVB Wealth's XLY Position: Q1 2026 in Review

SVB Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 6,306 shares — an estimated $753K sold.

SVB Wealth first reported a position in XLY in Q2 2019 and held it in 26 quarters. The position peaked at $3.07M in Q1 2021. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

SVB Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SVB Wealth sold 6,306 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $753K.
SVB Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2019 and held it in 26 quarters.
SVB Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.07M in Q1 2021.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on SVB Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.