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

Copia 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	$60.2K	Hold	513	–	–	0.04%	198
2026 Q1	$55.9K	Sell	513 -532	-51%	-$62.2K	0.04%	192
2025 Q4	$125K	Buy	1,045 +1,039	+17,317%	+$123K	0.09%	132
2025 Q3	$719	Hold	6	–	–	﹤0.01%	442
2025 Q2	$652	Buy	+6	New	+$614	﹤0.01%	434
2025 Q1	–	Sell	-6	Closed	-$673	–	479
2024 Q4	$673	Buy	+6	New	+$642	﹤0.01%	388

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

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

Copia Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 513 shares worth $60.2K. The position accounts for 0.04% of the portfolio, ranked #198.

Copia Wealth Management first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $125K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Copia Wealth Management held 513 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $60.2K as of Q2 2026.
Copia 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 0.04% of Copia Wealth Management's portfolio in Q2 2026, its #198 holding.
Copia Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Copia Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $125K in Q4 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.