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

Curio 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	–	Sell	-162	Closed	-$17.7K	–	1188
2026 Q1	$17.7K	Sell	162 -228	-58%	-$26.6K	0.01%	183
2025 Q4	$47.8K	Buy	390 +350	+875%	+$41.5K	0.02%	142
2025 Q3	$4.79K	Hold	40	–	–	﹤0.01%	213
2025 Q2	$4.35K	Buy	40 +38	+1,900%	+$3.89K	﹤0.01%	243
2025 Q1	$4.49K	Sell	2 -38	-95%	-$4.12K	﹤0.01%	271
2024 Q4	$4.49K	Buy	+40	New	+$4.28K	﹤0.01%	245

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

Curio Wealth's XLY Position: Q2 2026 in Review

Curio Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 162 shares — an estimated $17.7K sold.

Curio Wealth first reported a position in XLY in Q4 2024 and held it in 6 quarters. The position peaked at $47.8K in Q4 2025. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Curio Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 162 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $17.7K.
Curio Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
Curio Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $47.8K in Q4 2025.
1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.