Alpha Wealth Funds’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Alpha Wealth Funds’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	$787K	Sell	6,713 -354	-5%	-$41.3K	0.43%	20
2026 Q1	$770K	Sell	7,067 -274	-4%	-$32K	0.52%	13
2025 Q4	$877K	Sell	7,341 -175	-2%	-$20.8K	0.54%	16
2025 Q3	$901K	Sell	7,516 -846	-10%	-$96.8K	0.66%	15
2025 Q2	$909K	Sell	8,362 -1,148	-12%	-$117K	0.76%	16
2025 Q1	$939K	Sell	9,510 -7,904	-45%	-$857K	0.95%	16
2024 Q4	$1.95M	Buy	+17,414	New	+$1.86M	1.88%	11

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

Alpha Wealth Funds's XLY Position: Q2 2026 in Review

Alpha Wealth Funds reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5% in Q2 2026, selling an estimated $41.3K and leaving 6,713 shares worth $787K. The position accounts for 0.43% of the portfolio, ranked #20.

Alpha Wealth Funds first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q4 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Alpha Wealth Funds held 6,713 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $787K as of Q2 2026.
Alpha Wealth Funds sold 354 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $41.3K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.43% of Alpha Wealth Funds's portfolio in Q2 2026, its #20 holding.
Alpha Wealth Funds first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Alpha Wealth Funds's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.95M in Q4 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Alpha Wealth Funds's 13F filing for Q2 2026, filed 11 Aug 2026.