Total Wealth Planning & Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
Total Wealth Planning & Management's XLY Position: Q1 2026 in Review
Total Wealth Planning & Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 3,704 shares — an estimated $442K sold.
Total Wealth Planning & Management first reported a position in XLY in Q4 2024 and held it in 3 quarters. The position peaked at $442K in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.
- Total Wealth Planning & Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
- Total Wealth Planning & Management sold 3,704 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $442K.
- Total Wealth Planning & Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
- Total Wealth Planning & Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $442K in Q4 2025.
- 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.
Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.