Elevatus Welath Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Elevatus Welath Management’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 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return