1900 Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

1900 Wealth Management’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	$420K	Buy	3,583 +280	+8%	+$32.7K	0.02%	198
2026 Q1	$360K	Buy	3,303 +101	+3%	+$11.8K	0.02%	194
2025 Q4	$382K	Buy	3,202 +6	+0.2%	+$711	0.02%	182
2025 Q3	$383K	Buy	3,196 +6	+0.2%	+$687	0.03%	178
2025 Q2	$347K	Buy	3,190 +6	+0.2%	+$614	0.03%	177
2025 Q1	$314K	Buy	3,184 +8	+0.3%	+$868	0.03%	181
2024 Q4	$356K	Buy	3,176 +6	+0.2%	+$642	0.03%	174
2024 Q3	$318K	Buy	3,170 +6	+0.2%	+$561	0.03%	184
2024 Q2	$289K	Buy	3,164 +8	+0.3%	+$711	0.03%	191
2024 Q1	$290K	Buy	3,156 +6	+0.2%	+$534	0.03%	201
2023 Q4	$282K	Hold	3,150	–	–	0.03%	249
2023 Q3	$254K	Hold	3,150	–	–	0.03%	260
2023 Q2	$267K	Hold	3,150	–	–	0.03%	210
2023 Q1	$203K	Hold	3,150	–	–	0.02%	232
2022 Q4	$203K	Hold	3,150	–	–	0.02%	227
2022 Q3	$224K	Hold	3,150	–	–	0.03%	209
2022 Q2	$217K	Hold	3,150	–	–	0.02%	211
2022 Q1	$291K	Hold	3,150	–	–	0.03%	208
2021 Q4	$322K	Hold	3,150	–	–	0.03%	195
2021 Q3	$283K	Hold	3,150	–	–	0.03%	188
2021 Q2	$281K	Buy	3,150 +700	+29%	+$61K	0.03%	186
2021 Q1	$206	Buy	+2,450	New	+$204K	0.02%	168

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

1900 Wealth Management's XLY Position: Q2 2026 in Review

1900 Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 8.5% in Q2 2026, buying an estimated $32.7K and bringing the position to 3,583 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #198.

1900 Wealth Management first reported a position in XLY in Q1 2021 and has held it in 22 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

1900 Wealth Management held 3,583 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $420K as of Q2 2026.
1900 Wealth Management bought 280 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $32.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of 1900 Wealth Management's portfolio in Q2 2026, its #198 holding.
1900 Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.