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

Wellington Group’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
Q2 		– Sell
-612
Closed -$66.7K – 390
2026
Q1 		$66.7K Sell
612
-206
-25% -$24.1K 0.02% 241
2025
Q4 		$97.7K Buy
+818
New +$97K 0.03% 184

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wellington Group's XLY Position: Q2 2026 in Review

Wellington Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 612 shares — an estimated $66.7K sold.

Wellington Group first reported a position in XLY in Q4 2025 and held it in 2 quarters. The position peaked at $97.7K in Q4 2025. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Wellington Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 612 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $66.7K.
  • Wellington Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • Wellington Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $97.7K in Q4 2025.
  • 1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.