Wellington Management Group
XLY icon

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

Wellington Management 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
Q1 		$471K Buy
+4,324
New +$505K ﹤0.01% 1777
2025
Q4 		– Sell
-2,422
Closed -$290K – 2110
2025
Q3 		$290K Sell
2,422
-7,350
-75% -$841K ﹤0.01% 1923
2025
Q2 		$1.06M Sell
9,772
-338
-3% -$34.6K ﹤0.01% 1712
2025
Q1 		$998K Sell
10,110
-2,192
-18% -$238K ﹤0.01% 1710
2024
Q4 		$1.38M Sell
12,302
-1,490
-11% -$159K ﹤0.01% 1656
2024
Q3 		$1.38M Buy
+13,792
New +$1.29M ﹤0.01% 1653
2019
Q4 		– Sell
-33,702
Closed -$2.03M – 2135
2019
Q3 		$2.03M Buy
+33,702
New +$2.03M ﹤0.01% 1583

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
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