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

WorthPointe’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	-7,962	Closed	-$951K	–	140
2025 Q4	$951K	Buy	+7,962	New	+$944K	0.25%	62
2023 Q3	–	Sell	-8,524	Closed	-$724K	–	72
2023 Q2	$724K	Buy	+8,524	New	+$653K	0.44%	32

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WorthPointe's XLY Position: Q1 2026 in Review

WorthPointe sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 7,962 shares — an estimated $951K sold.

WorthPointe first reported a position in XLY in Q2 2023 and held it in 2 quarters. The position peaked at $951K in Q4 2025. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

WorthPointe reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
WorthPointe sold 7,962 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $951K.
WorthPointe first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and held it in 2 quarters.
WorthPointe's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $951K in Q4 2025.
1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.