1 North Wealth Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

1 North Wealth Services’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 Q2	$17.8K	Buy	+152	New	+$17.7K	0.01%	144
2026 Q1	–	Sell	-20	Closed	-$2.39K	–	291
2025 Q4	$2.39K	Hold	20	–	–	﹤0.01%	243
2025 Q3	$2.4K	Buy	+20	New	+$2.29K	﹤0.01%	225

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

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

1 North Wealth Services's XLY Position: Q2 2026 in Review

1 North Wealth Services opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 152 shares worth $17.8K. The stake represents 0.01% of the portfolio and ranks #144 among its holdings. This is a return to the name: 1 North Wealth Services previously reported a position in XLY as recently as Q4 2025.

1 North Wealth Services first reported a position in XLY in Q3 2025 and has held it in 3 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

1 North Wealth Services held 152 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $17.8K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new 1 North Wealth Services position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #144 holding.
1 North Wealth Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.