Bogart Wealth LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bogart Wealth LLC’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	$42.7K	Buy	364 +101	+38%	+$11.8K	﹤0.01%	581
2026 Q1	$28.7K	Hold	263	–	–	﹤0.01%	626
2025 Q4	$31.4K	Buy	263 +1	+0.4%	+$119	﹤0.01%	577
2025 Q3	$31.5K	Hold	262	–	–	﹤0.01%	552
2025 Q2	$28.5K	Hold	262	–	–	﹤0.01%	558
2025 Q1	$25.9K	Buy	+262	New	+$28.4K	﹤0.01%	529
2023 Q4	–	Sell	-56	Closed	-$4.51K	–	1127
2023 Q3	$4.51K	Buy	+56	New	+$4.73K	﹤0.01%	733
2023 Q2	–	Sell	-30	Closed	-$2.24K	–	1140
2023 Q1	$2.24K	Sell	30 -148	-83%	-$10.6K	﹤0.01%	889
2022 Q4	$11.5K	Buy	178 +148	+493%	+$10.3K	﹤0.01%	515
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	851
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	801
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	651
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	633
2021 Q3	$3K	Sell	30 -150	-83%	-$13.6K	﹤0.01%	615
2021 Q2	$16K	Buy	+180	New	+$15.7K	﹤0.01%	380

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

Bogart Wealth LLC's XLY Position: Q2 2026 in Review

Bogart Wealth LLC increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 38% in Q2 2026, buying an estimated $11.8K and bringing the position to 364 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Bogart Wealth LLC first reported a position in XLY in Q2 2021 and has held it in 15 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Bogart Wealth LLC held 364 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $42.7K as of Q2 2026.
Bogart Wealth LLC bought 101 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $11.8K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #581 holding.
Bogart Wealth LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and has held it in 15 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 Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.