Aprio 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
Sell
-2,258
Closed -$246K 667
2026
Q1
$246K Buy
+2,258
New +$264K 0.01% 541
2020
Q4
Sell
-12,942
Closed -$951K 74
2020
Q3
$951K Buy
+12,942
New +$916K 0.67% 26

Other funds holding XLY

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

Aprio Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 2,258 shares — an estimated $246K sold.

Aprio Wealth Management first reported a position in XLY in Q3 2020 and held it in 2 quarters. The position peaked at $951K in Q3 2020. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Aprio Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 2,258 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $246K.
  • Aprio Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and held it in 2 quarters.
  • Aprio Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $951K in Q3 2020.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.