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

Dakota 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	$5.62M	Sell	47,957 -59	-0.1%	-$6.89K	0.11%	180
2026 Q1	$5.23M	Sell	48,016 -1,416	-3%	-$165K	0.11%	170
2025 Q4	$5.9M	Sell	49,432 -210	-0.4%	-$24.9K	0.1%	154
2025 Q3	$5.95M	Sell	49,642 -2,232	-4%	-$255K	0.12%	143
2025 Q2	$5.64M	Sell	51,874 -4,342	-8%	-$444K	0.12%	145
2025 Q1	$5.55M	Sell	56,216 -180	-0.3%	-$19.5K	0.13%	139
2024 Q4	$6.33M	Sell	56,396 -688	-1%	-$73.6K	0.15%	129
2024 Q3	$5.72M	Sell	57,084 -3,632	-6%	-$340K	0.13%	144
2024 Q2	$5.54M	Buy	60,716 +6,174	+11%	+$549K	0.13%	143
2024 Q1	$5.01M	Buy	54,542 +856	+2%	+$76.2K	0.12%	155
2023 Q4	$4.8M	Buy	53,686 +3,980	+8%	+$330K	0.19%	130
2023 Q3	$4M	Buy	49,706 +8,428	+20%	+$713K	0.18%	131
2023 Q2	$3.5M	Buy	41,278 +2,974	+8%	+$228K	0.16%	129
2023 Q1	$2.86M	Buy	38,304 +2,874	+8%	+$206K	0.19%	123
2022 Q4	$2.29M	Buy	35,430 +610	+2%	+$42.5K	0.16%	140
2022 Q3	$2.48M	Buy	+34,820	New	+$2.72M	0.2%	123

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

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

Dakota Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.12% in Q2 2026, selling an estimated $6.89K and leaving 47,957 shares worth $5.62M. The position accounts for 0.11% of the portfolio, ranked #180.

Dakota Wealth Management first reported a position in XLY in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.33M in Q4 2024. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Dakota Wealth Management held 47,957 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.62M as of Q2 2026.
Dakota Wealth Management sold 59 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $6.89K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of Dakota Wealth Management's portfolio in Q2 2026, its #180 holding.
Dakota Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Dakota Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.33M in Q4 2024.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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