Elevatus Welath Management’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
$422K Buy
3,594
+6
+0.2% +$700 0.1% 141
2026
Q1
$391K Sell
3,588
-170
-5% -$19.9K 0.2% 86
2025
Q4
$449K Buy
3,758
+6
+0.2% +$711 0.12% 94
2025
Q3
$450K Buy
3,752
+6
+0.2% +$687 0.13% 79
2025
Q2
$407K Hold
3,746
– – 0.14% 73
2025
Q1
$370K Sell
3,746
-50
-1% -$5.42K 0.21% 67
2024
Q4
$426K Sell
3,796
-382
-9% -$40.9K 0.15% 63
2024
Q3
$418K Buy
4,178
+500
+14% +$46.7K 0.14% 60
2024
Q2
$335K Hold
3,678
– – 0.13% 76
2024
Q1
$338K Buy
3,678
+2
+0.1% +$178 0.13% 68
2023
Q4
$329K Buy
3,676
+420
+13% +$34.8K 0.15% 66
2023
Q3
$262K Buy
+3,256
New +$275K 0.24% 53

Other funds holding XLY

Elevatus Welath Management's XLY Position: Q2 2026 in Review

Elevatus Welath Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.17% in Q2 2026, buying an estimated $700 and bringing the position to 3,594 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #141.

Elevatus Welath Management first reported a position in XLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $450K in Q3 2025. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Elevatus Welath Management held 3,594 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $422K as of Q2 2026.
  • Elevatus Welath Management bought 6 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $700.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Elevatus Welath Management's portfolio in Q2 2026, its #141 holding.
  • Elevatus Welath Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
  • Elevatus Welath Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $450K in Q3 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.