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

Element 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	$301K	Buy	2,570 +66	+3%	+$7.7K	0.11%	166
2026 Q1	$273K	Hold	2,504	–	–	0.11%	170
2025 Q4	$299K	Sell	2,504 -8	-0.3%	-$949	0.12%	154
2025 Q3	$301K	Hold	2,512	–	–	0.13%	145
2025 Q2	$273K	Hold	2,512	–	–	0.13%	141
2025 Q1	$248K	Hold	2,512	–	–	0.13%	134
2024 Q4	$282K	Hold	2,512	–	–	0.15%	116
2024 Q3	$252K	Sell	2,512 -90	-3%	-$8.41K	0.13%	124
2024 Q2	$237K	Buy	2,602 +90	+4%	+$8K	0.13%	124
2024 Q1	$231K	Hold	2,512	–	–	0.14%	122
2023 Q4	$225K	Hold	2,512	–	–	0.14%	124
2023 Q3	$202K	Hold	2,512	–	–	0.15%	121
2023 Q2	$213K	Buy	2,512 +36	+1%	+$2.76K	0.15%	119
2023 Q1	$185K	Hold	2,476	–	–	0.14%	116
2022 Q4	$160K	Hold	2,476	–	–	0.13%	118
2022 Q3	$176K	Hold	2,476	–	–	0.16%	104
2022 Q2	$170K	Hold	2,476	–	–	0.17%	104
2022 Q1	$229K	Hold	2,476	–	–	0.18%	102
2021 Q4	$253K	Hold	2,476	–	–	0.19%	90
2021 Q3	$222K	Hold	2,476	–	–	0.18%	90
2021 Q2	$221K	Hold	2,476	–	–	0.17%	90
2021 Q1	$208K	Hold	2,476	–	–	0.17%	92
2020 Q4	$199K	Hold	2,476	–	–	0.18%	89
2020 Q3	$182K	Hold	2,476	–	–	0.19%	86
2020 Q2	$158K	Hold	2,476	–	–	0.18%	85
2020 Q1	$121K	Sell	2,476 -2,134	-46%	-$126K	0.17%	80
2019 Q4	$289K	Buy	+4,610	New	+$280K	0.3%	53

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

Element Wealth's XLY Position: Q2 2026 in Review

Element Wealth increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.6% in Q2 2026, buying an estimated $7.7K and bringing the position to 2,570 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #166.

Element Wealth first reported a position in XLY in Q4 2019 and has held it in 27 quarters since. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Element Wealth held 2,570 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $301K as of Q2 2026.
Element Wealth bought 66 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $7.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of Element Wealth's portfolio in Q2 2026, its #166 holding.
Element Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.