Axxcess 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
$5.33M Buy
+45,415
New +$5.3M 0.08% 212
2026
Q1
Sell
-38,187
Closed -$4.56M 1017
2025
Q4
$4.56M Buy
38,187
+32,015
+519% +$3.8M 0.08% 227
2025
Q3
$740K Sell
6,172
-1,982
-24% -$227K 0.02% 522
2025
Q2
$886K Buy
+8,154
New +$834K 0.02% 457
2025
Q1
Sell
-9,128
Closed -$1.02M 944
2024
Q4
$1.02M Buy
9,128
+404
+5% +$43.2K 0.02% 400
2024
Q3
$874K Sell
8,724
-134
-2% -$12.5K 0.02% 418
2024
Q2
$808K Sell
8,858
-25,102
-74% -$2.23M 0.02% 420
2024
Q1
$3.12M Buy
33,960
+2,244
+7% +$200K 0.09% 185
2023
Q4
$2.84M Buy
31,716
+2,116
+7% +$175K 0.08% 189
2023
Q3
$2.38M Sell
29,600
-2,626
-8% -$222K 0.08% 180
2023
Q2
$2.74M Buy
32,226
+6,994
+28% +$535K 0.2% 103
2023
Q1
$1.89M Buy
+25,232
New +$1.81M 0.14% 143

Other funds holding XLY

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

Axxcess Wealth Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 45,415 shares worth $5.33M. The stake represents 0.08% of the portfolio and ranks #212 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in XLY as recently as Q4 2025.

Axxcess Wealth Management first reported a position in XLY in Q1 2023 and has held it in 12 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Axxcess Wealth Management held 45,415 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.33M as of Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new Axxcess Wealth Management position in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.08% of Axxcess Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Axxcess Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
  • 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.