AlphaCore Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

AlphaCore Capital’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	$7.91M	Buy	67,444 +8,147	+14%	+$951K	0.15%	124
2026 Q1	$6.46M	Sell	59,297 -6,533	-10%	-$764K	0.15%	124
2025 Q4	$7.86M	Sell	65,830 -3,036	-4%	-$360K	0.18%	115
2025 Q3	$8.25M	Buy	68,866 +42	+0.1%	+$4.81K	0.28%	75
2025 Q2	$7.48M	Buy	68,824 +67,122	+3,944%	+$6.86M	0.28%	76
2025 Q1	$168K	Buy	+1,702	New	+$185K	0.01%	464
2024 Q1	–	Sell	-310	Closed	-$27.7K	–	402
2023 Q4	$27.7K	Buy	310 +150	+94%	+$12.4K	﹤0.01%	307
2023 Q3	$12.9K	Hold	160	–	–	﹤0.01%	318
2023 Q2	$13.6K	Buy	160 +20	+14%	+$1.53K	﹤0.01%	284
2023 Q1	$10.5K	Sell	140 -40	-22%	-$2.87K	﹤0.01%	200
2022 Q4	$11.6K	Buy	180 +170	+1,700%	+$11.9K	﹤0.01%	133
2022 Q3	$1K	Buy	+10	New	+$782	﹤0.01%	149
2022 Q2	–	Sell	-90	Closed	-$8K	–	180
2022 Q1	$8K	Buy	+90	New	+$8.24K	﹤0.01%	123
2020 Q2	–	Sell	-600	Closed	-$29K	–	313
2020 Q1	$29K	Sell	600 -22,222	-97%	-$1.31M	0.02%	137
2019 Q4	$1.43M	Buy	+22,822	New	+$1.39M	0.87%	22

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

AlphaCore Capital's XLY Position: Q2 2026 in Review

AlphaCore Capital increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 14% in Q2 2026, buying an estimated $951K and bringing the position to 67,444 shares worth $7.91M. The position accounts for 0.15% of the portfolio, ranked #124.

AlphaCore Capital first reported a position in XLY in Q4 2019 and has held it in 15 quarters since. The position peaked at $8.25M in Q3 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

AlphaCore Capital held 67,444 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $7.91M as of Q2 2026.
AlphaCore Capital bought 8,147 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $951K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.15% of AlphaCore Capital's portfolio in Q2 2026, its #124 holding.
AlphaCore Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 15 quarters since.
AlphaCore Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.25M in Q3 2025.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.