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

Whalerock Point 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	$533K	Hold	4,888	–	–	0.1%	116
2025 Q4	$584K	Hold	4,888	–	–	0.11%	103
2025 Q3	$586K	Hold	4,888	–	–	0.12%	94
2025 Q2	$531K	Hold	4,888	–	–	0.11%	103
2025 Q1	$483K	Hold	4,888	–	–	0.11%	105
2024 Q4	$548K	Hold	4,888	–	–	0.13%	93
2024 Q3	$490K	Hold	4,888	–	–	0.12%	107
2024 Q2	$446K	Hold	4,888	–	–	0.12%	96
2024 Q1	$449K	Hold	4,888	–	–	0.12%	109
2023 Q4	$437K	Hold	4,888	–	–	0.14%	102
2023 Q3	$393K	Hold	4,888	–	–	0.14%	100
2023 Q2	$415K	Buy	4,888 +188	+4%	+$14.4K	0.14%	96
2023 Q1	$351K	Hold	4,700	–	–	0.13%	103
2022 Q4	$304K	Hold	4,700	–	–	0.12%	107
2022 Q3	$335K	Hold	4,700	–	–	0.15%	100
2022 Q2	$323K	Hold	4,700	–	–	0.14%	104
2022 Q1	$435K	Hold	4,700	–	–	0.15%	93
2021 Q4	$480K	Buy	4,700 +2,200	+88%	+$219K	0.16%	93
2021 Q3	$224K	Buy	+2,500	New	+$227K	0.09%	133

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

Whalerock Point Partners's XLY Position: Q1 2026 in Review

Whalerock Point Partners held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 4,888 shares worth $533K. The position accounts for 0.1% of the portfolio, ranked #116.

Whalerock Point Partners first reported a position in XLY in Q3 2021 and has held it in 19 quarters since. The position peaked at $586K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Whalerock Point Partners held 4,888 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $533K as of Q1 2026.
Whalerock Point Partners left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Whalerock Point Partners's portfolio in Q1 2026, its #116 holding.
Whalerock Point Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Whalerock Point Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $586K in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.