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YHB Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

YHB Investment Advisors’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
-3,922
Closed -$468K – 311
2025
Q4 		$468K Buy
+3,922
New +$465K 0.03% 217

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 $1.56T 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

YHB Investment Advisors's XLY Position: Q1 2026 in Review

YHB Investment Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 3,922 shares — an estimated $468K sold.

YHB Investment Advisors first reported a position in XLY in Q4 2025 and held it in 1 quarter. The position peaked at $468K in Q4 2025. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • YHB Investment Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • YHB Investment Advisors sold 3,922 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $468K.
  • YHB Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • YHB Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $468K 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 YHB Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.