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

CrossGen Wealth’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	$397K	Buy	3,385 +50	+1%	+$5.84K	0.31%	46
2026 Q1	$363K	Hold	3,335	–	–	0.32%	47
2025 Q4	$398K	Buy	+3,335	New	+$395K	0.35%	46

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

CrossGen Wealth's XLY Position: Q2 2026 in Review

CrossGen Wealth increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.5% in Q2 2026, buying an estimated $5.84K and bringing the position to 3,385 shares worth $397K. The position accounts for 0.31% of the portfolio, ranked #46.

CrossGen Wealth first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $398K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

CrossGen Wealth held 3,385 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $397K as of Q2 2026.
CrossGen Wealth bought 50 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $5.84K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.31% of CrossGen Wealth's portfolio in Q2 2026, its #46 holding.
CrossGen Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
CrossGen Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $398K 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 CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.