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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.31M Buy
11,783
+5,859
+99% +$684K 0.02% 543
2026
Q1
$692K Buy
+5,924
New +$692K 0.01% 714

Other funds holding XLY

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

Diversify Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 99% in Q2 2026, buying an estimated $684K and bringing the position to 11,783 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #543.

Diversify Wealth Management first reported a position in XLY in Q1 2026 and has held it in 2 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Diversify Wealth Management held 11,783 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.31M as of Q2 2026.
  • Diversify Wealth Management bought 5,859 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $684K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #543 holding.
  • Diversify Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.