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

Arista Wealth Management’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	$439K	Hold	3,740	–	–	0.05%	180
2026 Q1	$408K	Hold	3,740	–	–	0.05%	183
2025 Q4	$447K	Hold	3,740	–	–	0.05%	149
2025 Q3	$448K	Hold	3,740	–	–	0.06%	158
2025 Q2	$406K	Hold	3,740	–	–	0.06%	164
2025 Q1	$369K	Sell	3,740 -156	-4%	-$16.9K	0.09%	46
2024 Q4	$437K	Buy	3,896 +156	+4%	+$16.7K	0.1%	43
2024 Q3	$375K	Hold	3,740	–	–	0.09%	47
2024 Q2	$341K	Buy	+3,740	New	+$332K	0.09%	46
2024 Q1	–	Sell	-3,740	Closed	-$334K	–	60
2023 Q4	$334K	Hold	3,740	–	–	0.12%	38
2023 Q3	$301K	Hold	3,740	–	–	0.12%	42
2023 Q2	$318K	Hold	3,740	–	–	0.13%	42
2023 Q1	$280K	Sell	3,740 -84	-2%	-$6.02K	0.15%	52
2022 Q4	$247K	Buy	+3,824	New	+$267K	0.16%	57

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

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

Arista Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 3,740 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #180.

Arista Wealth Management first reported a position in XLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $448K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Arista Wealth Management held 3,740 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $439K as of Q2 2026.
Arista Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Arista Wealth Management's portfolio in Q2 2026, its #180 holding.
Arista Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Arista Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $448K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.