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

Elevation Wealth Partners’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	$16.4K	Buy	+140	New	+$16.3K	﹤0.01%	652
2025 Q4	–	Sell	-210	Closed	-$25.2K	–	1037
2025 Q3	$25.2K	Hold	210	–	–	0.01%	310
2025 Q2	$22.8K	Hold	210	–	–	0.01%	309
2025 Q1	$20.7K	Hold	210	–	–	0.01%	310
2024 Q4	$23.6K	Hold	210	–	–	0.01%	298
2024 Q3	$21K	Hold	210	–	–	0.01%	291
2024 Q2	$19.2K	Hold	210	–	–	0.01%	290
2024 Q1	$19.3K	Hold	210	–	–	0.01%	299
2023 Q4	$16.9K	Buy	+210	New	+$17.4K	0.01%	294

Other funds holding XLY

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return