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

Wells Fargo’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	–	Sell	-200,000	Closed	-$23.9M	–	7488
2025 Q4	$23.9M	Buy	+200,000	New	+$23.7M	﹤0.01%	1375
2025 Q2	–	Sell	-350,000	Closed	-$34.6M	–	7407
2025 Q1	$34.6M	Buy	350,000 +150,000	+75%	+$16.3M	0.01%	990
2024 Q4	$22.4M	Buy	+200,000	New	+$21.4M	0.01%	1278
2024 Q2	–	Sell	-300,000	Closed	-$27.6M	–	7542
2024 Q1	$27.6M	Hold	300,000	–	–	0.01%	1040
2023 Q4	$26.8M	Buy	+300,000	New	+$24.8M	0.01%	1007
2022 Q2	–	Sell	-320,000	Closed	-$29.6M	–	7617
2022 Q1	$29.6M	Buy	+320,000	New	+$29.3M	0.01%	1059
2021 Q2	–	Sell	-250,000	Closed	-$21M	–	7540
2021 Q1	$21M	Buy	250,000 +229,800	+1,138%	+$19.1M	﹤0.01%	1624
2020 Q4	$131K	Sell	20,200 -23,800	-54%	-$1.83M	﹤0.01%	5255
2020 Q3	$198K	Buy	+44,000	New	+$3.11M	﹤0.01%	4970
2019 Q4	–	Sell	-200,000	Closed	-$1.35M	–	6803
2019 Q3	$1.35M	Sell	200,000 -160,000	-44%	-$9.64M	﹤0.01%	3629
2019 Q2	$1.58M	Sell	360,000 -170,000	-32%	-$9.95M	﹤0.01%	3532
2019 Q1	$2.52M	Buy	530,000 +354,000	+201%	+$19.2M	﹤0.01%	3160
2018 Q4	$149K	Buy	176,000 +46,000	+35%	+$2.43M	﹤0.01%	5094
2018 Q3	$724K	Buy	+130,000	New	+$7.4M	﹤0.01%	4183
2018 Q2	–	Sell	-200,000	Closed	-$95K	–	6618
2018 Q1	$95K	Buy	+200,000	New	+$10.4M	﹤0.01%	5328
2017 Q3	–	Sell	-369,600	Closed	-$267K	–	6506
2017 Q2	$267K	Buy	369,600 +269,600	+270%	+$12.1M	﹤0.01%	4604
2017 Q1	$422K	Sell	100,000 -100,000	-50%	-$4.28M	﹤0.01%	4356
2016 Q4	$226K	Sell	200,000 -300,000	-60%	-$12.1M	﹤0.01%	4704
2016 Q3	$435K	Buy	500,000 +200,000	+67%	+$8.06M	﹤0.01%	4028
2016 Q2	$444K	Hold	300,000	–	–	﹤0.01%	3977
2016 Q1	$632K	Sell	300,000 -380,000	-56%	-$14.2M	﹤0.01%	3718
2015 Q4	$1.42M	Sell	680,000 -547,000	-45%	-$21.7M	﹤0.01%	3245
2015 Q3	$4.11M	Hold	1,227,000	–	–	﹤0.01%	2460
2015 Q2	$4.89M	Buy	1,227,000 +280,000	+30%	+$10.7M	﹤0.01%	2433
2015 Q1	$4.14M	Sell	947,000 -370,200	-28%	-$13.6M	﹤0.01%	2514
2014 Q4	$4.87M	Buy	1,317,200 +597,800	+83%	+$20.5M	﹤0.01%	2367
2014 Q3	$1.52M	Hold	719,400	–	–	﹤0.01%	3177
2014 Q2	$1.67M	Buy	719,400 +359,600	+100%	+$11.7M	﹤0.01%	3120
2014 Q1	$1.04M	Buy	359,800 +339,400	+1,664%	+$11.1M	﹤0.01%	3472
2013 Q4	$175K	Hold	20,400	–	–	﹤0.01%	4302
2013 Q3	$120K	Hold	20,400	–	–	﹤0.01%	4411
2013 Q2	$90K	Buy	+20,400	New	+$565K	﹤0.01%	4432

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Wells Fargo's XLY Position: Q1 2026 in Review

Wells Fargo increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.9% in Q1 2026, buying an estimated $19M and bringing the position to 5,712,446 shares worth $623M. The position accounts for 0.12% of the portfolio, ranked #167.

Wells Fargo first reported a position in XLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $938M in Q2 2018. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Wells Fargo held 5,712,446 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $623M as of Q1 2026.
Wells Fargo bought 162,905 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $19M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.12% of Wells Fargo's portfolio in Q1 2026, its #167 holding.
Wells Fargo first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $938M in Q2 2018.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.