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

Circle 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	$563K	Sell	4,801 -1,921	-29%	-$224K	0.01%	190
2026 Q1	$733K	Hold	6,722	–	–	0.01%	170
2025 Q4	$803K	Hold	6,722	–	–	0.01%	156
2025 Q3	$805K	Buy	6,722 +926	+16%	+$106K	0.02%	142
2025 Q2	$630K	Buy	5,796 +2,582	+80%	+$264K	0.01%	150
2025 Q1	$317K	Hold	3,214	–	–	0.01%	191
2024 Q4	$361K	Buy	+3,214	New	+$344K	0.01%	192

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

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

Circle Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 29% in Q2 2026, selling an estimated $224K and leaving 4,801 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #190.

Circle Wealth Management first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $805K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Circle Wealth Management held 4,801 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $563K as of Q2 2026.
Circle Wealth Management sold 1,921 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $224K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #190 holding.
Circle Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Circle Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $805K 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 Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.