SYM Financial Corp’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

SYM Financial Corp’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	$230K	Sell	2,106 -230	-10%	-$26.9K	0.02%	283
2025 Q4	$279K	Sell	2,336 -622	-21%	-$73.8K	0.03%	245
2025 Q3	$354K	Hold	2,958	–	–	0.04%	179
2025 Q2	$321K	Hold	2,958	–	–	0.04%	193
2025 Q1	$292K	Sell	2,958 -24	-0.8%	-$2.6K	0.04%	178
2024 Q4	$335K	Buy	2,982 +224	+8%	+$24K	0.04%	139
2024 Q3	$276K	Hold	2,758	–	–	0.04%	124
2024 Q2	$252K	Hold	2,758	–	–	0.04%	116
2024 Q1	$254K	Hold	2,758	–	–	0.04%	84
2023 Q4	$247K	Sell	2,758 -470	-15%	-$38.9K	0.04%	85
2023 Q3	$260K	Hold	3,228	–	–	0.05%	77
2023 Q2	$274K	Sell	3,228 -470	-13%	-$36K	0.06%	49
2023 Q1	$276K	Hold	3,698	–	–	0.06%	46
2022 Q4	$239K	Hold	3,698	–	–	0.06%	56
2022 Q3	$263K	Hold	3,698	–	–	0.13%	49
2022 Q2	$254K	Buy	3,698 +470	+15%	+$37K	0.12%	51
2022 Q1	$299K	Buy	3,228 +470	+17%	+$43.1K	0.13%	41
2021 Q4	$282K	Hold	2,758	–	–	0.11%	37
2021 Q3	$247K	Hold	2,758	–	–	0.14%	41
2021 Q2	$246K	Hold	2,758	–	–	0.14%	37
2021 Q1	$232K	Buy	2,758 +652	+31%	+$54.2K	0.13%	37
2020 Q4	$169K	Sell	2,106 -198	-9%	-$15.3K	0.12%	41
2020 Q3	$169K	Buy	2,304 +198	+9%	+$14K	0.13%	36
2020 Q2	$134K	Hold	2,106	–	–	0.11%	36
2020 Q1	$103K	Sell	2,106 -82	-4%	-$4.84K	0.1%	43
2019 Q4	$137K	Buy	2,188 +82	+4%	+$4.99K	0.09%	52
2019 Q3	$127K	Hold	2,106	–	–	0.08%	45
2019 Q2	$126K	Hold	2,106	–	–	0.08%	47
2019 Q1	$120K	Hold	2,106	–	–	0.08%	46
2018 Q4	$104K	Hold	2,106	–	–	0.04%	51
2018 Q3	$123K	Hold	2,106	–	–	0.07%	51
2018 Q2	$115K	Buy	+2,106	New	+$111K	0.07%	35
2018 Q1	–	Sell	-114	Closed	-$6K	–	83
2017 Q4	$6K	Buy	+114	New	+$5.36K	﹤0.01%	71

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

SYM Financial Corp's XLY Position: Q1 2026 in Review

SYM Financial Corp reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.8% in Q1 2026, selling an estimated $26.9K and leaving 2,106 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #283.

SYM Financial Corp first reported a position in XLY in Q4 2017 and has held it in 33 quarters since. The position peaked at $354K in Q3 2025. 1,283 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

SYM Financial Corp held 2,106 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $230K as of Q1 2026.
SYM Financial Corp sold 230 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $26.9K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #283 holding.
SYM Financial Corp first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
SYM Financial Corp's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $354K in Q3 2025.
1,283 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.