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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.69K Sell
40
-1
-2% -$117 ﹤0.01% 721
2026
Q1
$4.43K Buy
+41
New +$4.79K ﹤0.01% 838
2025
Q3
Hold
0
1113
2025
Q2
Sell
-2
Closed -$205 994
2025
Q1
$101 Sell
2
-152
-99% -$16.5K ﹤0.01% 967
2024
Q4
$17.4K Hold
154
﹤0.01% 262
2024
Q3
$15.4K Sell
154
-258
-63% -$24.1K ﹤0.01% 277
2024
Q2
$37.6K Sell
412
-4,434
-91% -$394K 0.01% 195
2024
Q1
$446K Buy
4,846
+3,162
+188% +$282K 0.21% 39
2023
Q4
$151K Sell
1,684
-490
-23% -$40.6K 0.08% 53
2023
Q3
$175K Buy
+2,174
New +$184K 0.11% 44
2023
Q2
Sell
-4,628
Closed -$337K 434
2023
Q1
$337K Sell
4,628
-96,632
-95% -$6.93M 0.22% 36
2022
Q4
$6.6M Sell
101,260
-3,708
-4% -$259K 1.95% 7
2022
Q3
$7.53M Buy
104,968
+98,182
+1,447% +$7.68M 2.43% 6
2022
Q2
$466K Sell
6,786
-250
-4% -$19.7K 0.33% 31
2022
Q1
$651K Sell
7,036
-4,268
-38% -$391K 0.42% 28
2021
Q4
$1.16M Buy
11,304
+2,372
+27% +$236K 0.71% 21
2021
Q3
$801K Buy
8,932
+1,406
+19% +$128K 0.53% 25
2021
Q2
$672K Sell
7,526
-1,394
-16% -$121K 0.5% 24
2021
Q1
$751K Buy
+8,920
New +$742K 0.61% 21

Other funds holding XLY

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

Activest Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.4% in Q2 2026, selling an estimated $117 and leaving 40 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Activest Wealth Management first reported a position in XLY in Q1 2021 and has held it in 18 quarters since. The position peaked at $7.53M in Q3 2022. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Activest Wealth Management held 40 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.69K as of Q2 2026.
  • Activest Wealth Management sold 1 State Street Consumer Discretionary Select Sector SPDR ETF share in Q2 2026, an estimated $117.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #721 holding.
  • Activest Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and has held it in 18 quarters since.
  • Activest Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7.53M in Q3 2022.
  • 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.