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

Elevate Wealth Advisory’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	$21.1K	Hold	180	–	–	0.01%	111
2026 Q1	$19.6K	Hold	180	–	–	0.01%	109
2025 Q4	$21.5K	Hold	180	–	–	0.01%	104
2025 Q3	$21.6K	Hold	180	–	–	0.02%	102
2025 Q2	$19.6K	Hold	180	–	–	0.01%	117
2025 Q1	$17.8K	Buy	+180	New	+$19.5K	0.01%	114

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

Elevate Wealth Advisory's XLY Position: Q2 2026 in Review

Elevate Wealth Advisory held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 180 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #111.

Elevate Wealth Advisory first reported a position in XLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.6K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Elevate Wealth Advisory held 180 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $21.1K as of Q2 2026.
Elevate Wealth Advisory left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q2 2026, its #111 holding.
Elevate Wealth Advisory first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Elevate Wealth Advisory's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $21.6K in Q3 2025.
1,310 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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