Aventura Private Wealth’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
$14.3K Sell
122
-164
-57% -$19.1K ﹤0.01% 532
2026
Q1
$31.2K Buy
286
+104
+57% +$12.2K 0.01% 389
2025
Q4
$21.7K Sell
182
-34
-16% -$4.03K 0.01% 402
2025
Q3
$25.9K Sell
216
-270
-56% -$30.9K 0.01% 371
2025
Q2
$52.8K Buy
486
+270
+125% +$27.6K 0.02% 278
2025
Q1
$21.3K Hold
216
0.01% 345
2024
Q4
$24.2K Buy
+216
New +$23.1K 0.01% 332

Other funds holding XLY

Aventura Private Wealth's XLY Position: Q2 2026 in Review

Aventura Private Wealth reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 57% in Q2 2026, selling an estimated $19.1K and leaving 122 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Aventura Private Wealth first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.8K in Q2 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Aventura Private Wealth held 122 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $14.3K as of Q2 2026.
  • Aventura Private Wealth sold 164 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $19.1K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #532 holding.
  • Aventura Private 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.
  • Aventura Private Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $52.8K in Q2 2025.
  • 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.