CoreCap Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

CoreCap Advisors’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	$4.93M	Buy	42,073 +22,490	+115%	+$2.63M	0.15%	155
2026 Q1	$2.13M	Sell	19,583 -5,163	-21%	-$603K	0.07%	225
2025 Q4	$2.95M	Sell	24,746 -5,926	-19%	-$703K	0.1%	184
2025 Q3	$3.68M	Sell	30,672 -3,108	-9%	-$356K	0.13%	165
2025 Q2	$3.67M	Buy	33,780 +13,996	+71%	+$1.43M	0.15%	129
2025 Q1	$1.95M	Sell	19,784 -17,094	-46%	-$1.85M	0.09%	209
2024 Q4	$4.14M	Sell	36,878 -7,360	-17%	-$787K	0.19%	100
2024 Q3	$4.43M	Buy	44,238 +19,412	+78%	+$1.81M	0.21%	93
2024 Q2	$2.26M	Sell	24,826 -34,318	-58%	-$3.05M	0.24%	88
2024 Q1	$5.44M	Buy	59,144 +4,954	+9%	+$441K	0.29%	59
2023 Q4	$4.84M	Buy	54,190 +6,238	+13%	+$517K	0.31%	63
2023 Q3	$3.86M	Sell	47,952 -11,028	-19%	-$932K	0.28%	72
2023 Q2	$5.01M	Buy	+58,980	New	+$4.52M	0.36%	54
2022 Q4	$784K	Sell	12,134 -47,666	-80%	-$3.32M	0.06%	278
2022 Q3	$4.26M	Buy	59,800 +46,906	+364%	+$3.67M	0.36%	57
2022 Q2	$886K	Sell	12,894 -5,794	-31%	-$457K	0.07%	233
2022 Q1	$1.73M	Sell	18,688 -28,474	-60%	-$2.61M	0.12%	140
2021 Q4	$4.82M	Buy	+47,162	New	+$4.7M	0.32%	59

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

CoreCap Advisors's XLY Position: Q2 2026 in Review

CoreCap Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 115% in Q2 2026, buying an estimated $2.63M and bringing the position to 42,073 shares worth $4.93M. The position accounts for 0.15% of the portfolio, ranked #155.

CoreCap Advisors first reported a position in XLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.44M in Q1 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

CoreCap Advisors held 42,073 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.93M as of Q2 2026.
CoreCap Advisors bought 22,490 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $2.63M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.15% of CoreCap Advisors's portfolio in Q2 2026, its #155 holding.
CoreCap Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
CoreCap Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.44M in Q1 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.