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

WealthShield Partners’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	$26.9K	Buy	246 +34	+16%	+$3.97K	﹤0.01%	482
2025 Q4	$25.3K	Sell	212 -2	-0.9%	-$237	﹤0.01%	466
2025 Q3	$25.6K	Hold	214	–	–	﹤0.01%	465
2025 Q2	$23.2K	Buy	214 +12	+6%	+$1.23K	﹤0.01%	460
2025 Q1	$19.9K	Buy	202 +50	+33%	+$5.42K	﹤0.01%	458
2024 Q4	$17.1K	Hold	152	–	–	﹤0.01%	430
2024 Q3	$15.3K	Hold	152	–	–	﹤0.01%	438
2024 Q2	$13.9K	Hold	152	–	–	﹤0.01%	414
2024 Q1	$14K	Hold	152	–	–	﹤0.01%	413
2023 Q4	$13.5K	Sell	152 -930	-86%	-$77K	﹤0.01%	427
2023 Q3	$87K	Buy	1,082 +14	+1%	+$1.18K	0.01%	345
2023 Q2	$90.8K	Sell	1,068 -282	-21%	-$21.6K	0.01%	346
2023 Q1	$101K	Buy	+1,350	New	+$96.8K	0.02%	338
2021 Q3	–	Sell	-1,146	Closed	-$102K	–	761
2021 Q2	$102K	Sell	1,146 -54,984	-98%	-$4.79M	0.02%	361
2021 Q1	$4.72M	Buy	56,130 +1,550	+3%	+$129K	0.85%	33
2020 Q4	$4.39M	Buy	54,580 +53,634	+5,670%	+$4.13M	0.81%	41
2020 Q3	$70K	Buy	946 +170	+22%	+$12K	0.02%	288
2020 Q2	$50K	Buy	776 +628	+424%	+$37K	0.02%	249
2020 Q1	$7K	Buy	148 +2	+1%	+$118	﹤0.01%	230
2019 Q4	$9K	Hold	146	–	–	﹤0.01%	248
2019 Q3	$9K	Buy	+146	New	+$8.8K	﹤0.01%	239
2019 Q2	–	Sell	-146	Closed	-$8K	–	284
2019 Q1	$8K	Hold	146	–	–	﹤0.01%	238
2018 Q4	$7K	Sell	146 -4,748	-97%	-$251K	﹤0.01%	209
2018 Q3	$287K	Sell	4,894 -240	-5%	-$13.7K	0.16%	92
2018 Q2	$281K	Sell	5,134 -30,594	-86%	-$1.62M	0.17%	93
2018 Q1	$1.81M	Buy	+35,728	New	+$1.86M	1.15%	20

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

WealthShield Partners's XLY Position: Q1 2026 in Review

WealthShield Partners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 16% in Q1 2026, buying an estimated $3.97K and bringing the position to 246 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

WealthShield Partners first reported a position in XLY in Q1 2018 and has held it in 26 quarters since. The position peaked at $4.72M in Q1 2021. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

WealthShield Partners held 246 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $26.9K as of Q1 2026.
WealthShield Partners bought 34 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $3.97K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #482 holding.
WealthShield Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and has held it in 26 quarters since.
WealthShield Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.72M in Q1 2021.
1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.