Elevated Capital Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Elevated Capital Advisors’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	$299K	Hold	2,548	–	–	0.08%	210
2026 Q1	$278K	Hold	2,548	–	–	0.07%	226
2025 Q4	$304K	Sell	2,548 -84	-3%	-$9.96K	0.07%	234
2025 Q3	$315K	Buy	2,632 +4	+0.2%	+$458	0.08%	234
2025 Q2	$259K	Hold	2,628	–	–	0.07%	235
2025 Q1	$259K	Sell	2,628 -104	-4%	-$11.3K	0.07%	235
2024 Q4	$306K	Sell	2,732 -12,908	-83%	-$1.38M	0.08%	227
2024 Q3	$1.57M	Buy	15,640 +234	+2%	+$21.9K	0.42%	53
2024 Q2	$1.41M	Sell	15,406 -27,994	-65%	-$2.49M	0.4%	63
2024 Q1	$3.99M	Buy	43,400 +11,400	+36%	+$1.02M	1.14%	23
2023 Q4	$2.86M	Buy	32,000 +8,694	+37%	+$720K	0.89%	29
2023 Q3	$1.88M	Buy	23,306 +3,460	+17%	+$293K	0.64%	49
2023 Q2	$1.69M	Buy	19,846 +6,434	+48%	+$493K	0.56%	65
2023 Q1	$1M	Sell	13,412 -550	-4%	-$39.4K	0.36%	87
2022 Q4	$902K	Sell	13,962 -10,162	-42%	-$709K	0.34%	86
2022 Q3	$1.72M	Buy	+24,124	New	+$1.89M	0.68%	41
2022 Q1	$1.08M	Buy	+11,648	New	+$1.07M	0.36%	93
2021 Q3	$577K	Buy	+6,426	New	+$584K	0.2%	134
2021 Q1	–	Sell	-5,520	Closed	-$444K	–	182
2020 Q4	$444K	Buy	+5,520	New	+$426K	0.19%	131
2019 Q4	$204K	Buy	+3,256	New	+$198K	0.23%	117

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

Elevated Capital Advisors's XLY Position: Q2 2026 in Review

Elevated Capital Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,548 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #210.

Elevated Capital Advisors first reported a position in XLY in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.99M in Q1 2024. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Elevated Capital Advisors held 2,548 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $299K as of Q2 2026.
Elevated Capital Advisors 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 0.08% of Elevated Capital Advisors's portfolio in Q2 2026, its #210 holding.
Elevated Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 20 quarters since.
Elevated Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.99M in Q1 2024.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.