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

Tidemark’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	$5.45K	Hold	50	–	–	﹤0.01%	542
2025 Q4	$5.97K	Hold	50	–	–	﹤0.01%	480
2025 Q3	$5.99K	Hold	50	–	–	﹤0.01%	505
2025 Q2	$5.43K	Sell	50 -400	-89%	-$40.9K	﹤0.01%	511
2025 Q1	$44.4K	Hold	450	–	–	0.02%	259
2024 Q4	$50.5K	Hold	450	–	–	0.02%	232
2024 Q3	$45.1K	Hold	450	–	–	0.02%	250
2024 Q2	$41K	Hold	450	–	–	0.02%	246
2024 Q1	$41.4K	Hold	450	–	–	0.02%	257
2023 Q4	$40.2K	Buy	+450	New	+$37.3K	0.03%	253

Other funds holding XLY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return