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

Talisman Wealth Advisors’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	-2,657	Closed	-$318K	–	122
2025 Q4	$318K	Sell	2,657 -511	-16%	-$60.6K	0.25%	76
2025 Q3	$380K	Sell	3,168 -52	-2%	-$5.95K	0.31%	69
2025 Q2	$350K	Sell	3,220 -136	-4%	-$13.9K	0.32%	72
2025 Q1	$331K	Sell	3,356 -194	-5%	-$21K	0.34%	70
2024 Q4	$398K	Sell	3,550 -224	-6%	-$24K	0.42%	58
2024 Q3	$379K	Sell	3,774 -72	-2%	-$6.73K	0.4%	64
2024 Q2	$351K	Sell	3,846 -40	-1%	-$3.55K	0.41%	61
2024 Q1	$357K	Sell	3,886 -120	-3%	-$10.7K	0.45%	60
2023 Q4	$358K	Sell	4,006 -156	-4%	-$12.9K	0.53%	56
2023 Q3	$335K	Buy	4,162 +2	+0%	+$169	0.58%	54
2023 Q2	$353K	Sell	4,160 -208	-5%	-$15.9K	0.6%	55
2023 Q1	$327K	Buy	4,368 +616	+16%	+$44.2K	0.59%	61
2022 Q4	$242K	Buy	+3,752	New	+$262K	0.51%	63

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

Talisman Wealth Advisors's XLY Position: Q1 2026 in Review

Talisman Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 2,657 shares — an estimated $318K sold.

Talisman Wealth Advisors first reported a position in XLY in Q4 2022 and held it in 13 quarters. The position peaked at $398K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Talisman Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Talisman Wealth Advisors sold 2,657 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $318K.
Talisman Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and held it in 13 quarters.
Talisman Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $398K 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 Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.