Elevate Wealth Advisory’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
Elevate Wealth Advisory's XLY Position: Q1 2026 in Review
Elevate Wealth Advisory held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 180 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #109.
Elevate Wealth Advisory first reported a position in XLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $21.6K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.
- Elevate Wealth Advisory held 180 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $19.6K as of Q1 2026.
- Elevate Wealth Advisory left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q1 2026, its #109 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 5 quarters since.
- Elevate Wealth Advisory's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $21.6K in Q3 2025.
- 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.
Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.