Apollon Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Apollon Financial’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 Q1	$3.3M	Buy	30,253 +3,224	+12%	+$377K	0.46%	60
2025 Q4	$3.23M	Buy	27,029 +20,751	+331%	+$2.46M	0.47%	58
2025 Q3	$752K	Buy	6,278 +168	+3%	+$19.2K	0.13%	126
2025 Q2	$664K	Sell	6,110 -4	-0.1%	-$409	0.14%	116
2025 Q1	$604K	Hold	6,114	–	–	0.14%	116
2024 Q4	$686K	Buy	6,114 +3,440	+129%	+$368K	0.17%	97
2024 Q3	$268K	Sell	2,674 -478	-15%	-$44.7K	0.08%	142
2024 Q2	$287K	Hold	3,152	–	–	0.09%	122
2024 Q1	$290K	Hold	3,152	–	–	0.1%	125
2023 Q4	$282K	Buy	+3,152	New	+$261K	0.11%	115

Other funds holding XLY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return