Envestnet Portfolio Solutions’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Envestnet Portfolio Solutions’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	$1.11M	Sell	9,471 -17,127	-64%	-$2M	0.01%	665
2026 Q1	$2.9M	Sell	26,598 -2,089	-7%	-$244K	0.02%	386
2025 Q4	$3.43M	Sell	28,687 -1,393	-5%	-$165K	0.01%	438
2025 Q3	$3.6M	Buy	30,080 +11,782	+64%	+$1.35M	0.01%	419
2025 Q2	$1.99M	Sell	18,298 -36,498	-67%	-$3.73M	0.01%	566
2025 Q1	$5.41M	Sell	54,796 -81,500	-60%	-$8.84M	0.02%	346
2024 Q4	$15.3M	Buy	136,296 +34,176	+33%	+$3.66M	0.05%	179
2024 Q3	$10.2M	Sell	102,120 -3,826	-4%	-$358K	0.03%	240
2024 Q2	$9.66M	Buy	105,946 +6,332	+6%	+$563K	0.03%	239
2024 Q1	$9.16M	Buy	99,614 +47,468	+91%	+$4.23M	0.03%	244
2023 Q4	$4.66M	Buy	52,146 +12,372	+31%	+$1.02M	0.02%	339
2023 Q3	$3.2M	Buy	+39,774	New	+$3.36M	0.02%	416

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions's XLY Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 64% in Q2 2026, selling an estimated $2M and leaving 9,471 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #665.

Envestnet Portfolio Solutions first reported a position in XLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.3M in Q4 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Envestnet Portfolio Solutions held 9,471 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.11M as of Q2 2026.
Envestnet Portfolio Solutions sold 17,127 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $2M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #665 holding.
Envestnet Portfolio Solutions first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $15.3M in Q4 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.