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

Alteri Wealth’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 		$238K Buy
2,031
+72
+4% +$8.4K 0.07% 257
2026
Q1 		$213K Sell
1,959
-118
-6% -$13.8K 0.07% 269
2025
Q4 		$248K Sell
2,077
-71
-3% -$8.42K 0.08% 248
2025
Q3 		$257K Sell
2,148
-106
-5% -$12.1K 0.09% 238
2025
Q2 		$245K Sell
2,254
-476
-17% -$48.7K 0.1% 231
2025
Q1 		$270K Sell
2,730
-1,080
-28% -$117K 0.12% 199
2024
Q4 		$427K Buy
+3,810
New +$407K 0.12% 140

Other funds holding XLY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Alteri Wealth's XLY Position: Q2 2026 in Review

Alteri Wealth increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.7% in Q2 2026, buying an estimated $8.4K and bringing the position to 2,031 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #257.

Alteri Wealth first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $427K in Q4 2024. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Alteri Wealth held 2,031 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $238K as of Q2 2026.
  • Alteri Wealth bought 72 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $8.4K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Alteri Wealth's portfolio in Q2 2026, its #257 holding.
  • Alteri Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $427K in Q4 2024.
  • 613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.