Elevation Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
Elevation Wealth Partners's XLY Position: Q3 2026 in Review
Elevation Wealth Partners held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q3 2026 at 140 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #754.
Elevation Wealth Partners first reported a position in XLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.2K in Q3 2025. 745 funds tracked by Wall St. Rank hold XLY as of Q3 2026.
- Elevation Wealth Partners held 140 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $15.2K as of Q3 2026.
- Elevation Wealth Partners left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q3 2026.
- State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #754 holding.
- Elevation Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
- Elevation Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $25.2K in Q3 2025.
- 745 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.
Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.