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

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 1036
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

Elevation Wealth Partners's XLY Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 140 shares worth $16.4K. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in XLY as recently as Q3 2025.

Elevation Wealth Partners first reported a position in XLY in Q4 2023 and has held it in 9 quarters since. The position peaked at $25.2K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Elevation Wealth Partners held 140 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $16.4K as of Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new Elevation Wealth Partners position in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #652 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 9 quarters since.
  • Elevation Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $25.2K in Q3 2025.
  • 1,311 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.