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	$21.8M	Buy	+200,000	New	+$23.4M	﹤0.01%	1453
2025 Q2	–	Sell	-150,000	Closed	-$14.8M	–	7408
2025 Q1	$14.8M	Buy	+150,000	New	+$16.3M	﹤0.01%	1550
2024 Q1	–	Sell	-1,080,000	Closed	-$96.6M	–	7736
2023 Q4	$96.6M	Sell	1,080,000 -119,200	-10%	-$9.87M	0.03%	485
2023 Q3	$96.5M	Buy	+1,199,200	New	+$101M	0.03%	442
2023 Q2	–	Sell	-200,000	Closed	-$15M	–	7717
2023 Q1	$15M	Buy	+200,000	New	+$14.3M	﹤0.01%	1303
2022 Q2	–	Sell	-330,000	Closed	-$30.5M	–	7618
2022 Q1	$30.5M	Buy	+330,000	New	+$30.2M	0.01%	1045
2021 Q2	–	Sell	-300,000	Closed	-$25.2M	–	7541
2021 Q1	$25.2M	Buy	300,000 +230,800	+334%	+$19.2M	0.01%	1485
2020 Q4	$22K	Buy	69,200 +21,600	+45%	+$1.67M	﹤0.01%	5838
2020 Q3	$206K	Buy	+47,600	New	+$3.37M	﹤0.01%	4946
2020 Q1	–	Sell	-500,000	Closed	-$7K	–	6895
2019 Q4	$7K	Sell	500,000 -300,000	-38%	-$18.3M	﹤0.01%	5985
2019 Q3	$928K	Sell	800,000 -100,000	-11%	-$6.03M	﹤0.01%	3904
2019 Q2	$924K	Buy	900,000 +370,000	+70%	+$21.7M	﹤0.01%	3923
2019 Q1	$546K	Sell	530,000 -1,034,000	-66%	-$56.1M	﹤0.01%	4280
2018 Q4	$1.38M	Buy	1,564,000 +44,000	+3%	+$2.33M	﹤0.01%	3593
2018 Q3	$329K	Buy	1,520,000 +130,000	+9%	+$7.4M	﹤0.01%	4724
2018 Q2	$724K	Sell	1,390,000 -1,300,062	-48%	-$68.7M	﹤0.01%	4210
2018 Q1	$3.85M	Buy	2,690,062 +1,502,000	+126%	+$78.3M	﹤0.01%	2848
2017 Q4	$293K	Buy	1,188,062 +680,062	+134%	+$32M	﹤0.01%	4768
2017 Q3	$365K	Hold	508,000	–	–	﹤0.01%	4546
2017 Q2	$547K	Sell	508,000 -500,000	-50%	-$22.4M	﹤0.01%	4164
2017 Q1	$736K	Sell	1,008,000 -1,435,000	-59%	-$61.5M	﹤0.01%	3989
2016 Q4	$536K	Buy	2,443,000 +300,000	+14%	+$12.1M	﹤0.01%	4157
2016 Q3	$1M	Buy	2,143,000 +620,000	+41%	+$25M	﹤0.01%	3486
2016 Q2	$1.76M	Sell	1,523,000 -510,000	-25%	-$20.1M	﹤0.01%	3063
2016 Q1	$2.62M	Sell	2,033,000 -40,600	-2%	-$1.51M	﹤0.01%	2733
2015 Q4	$2.69M	Buy	2,073,600 +776,000	+60%	+$30.8M	﹤0.01%	2764
2015 Q3	$3.43M	Sell	1,297,600 -1,621,200	-56%	-$62.3M	﹤0.01%	2587
2015 Q2	$2.27M	Buy	2,918,800 +2,280,000	+357%	+$87.2M	﹤0.01%	3002
2015 Q1	$520K	Buy	638,800 +136,800	+27%	+$5.03M	﹤0.01%	3925
2014 Q4	$627K	Buy	502,000 +483,200	+2,570%	+$16.6M	﹤0.01%	3812
2014 Q3	$13K	Sell	18,800 -800	-4%	-$27K	﹤0.01%	5485
2014 Q2	$20K	Buy	19,600 +4,000	+26%	+$130K	﹤0.01%	5378
2014 Q1	$12K	Buy	15,600 +1,400	+10%	+$45.6K	﹤0.01%	5359
2013 Q4	$13K	Buy	+14,200	New	+$452K	﹤0.01%	5128

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.