EPG Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

EPG Wealth 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 Q2	$461K	Sell	3,928 -100	-2%	-$11.7K	0.11%	149
2026 Q1	$439K	Buy	4,028 +6	+0.1%	+$701	0.12%	149
2025 Q4	$480K	Buy	4,022 +10	+0.2%	+$1.19K	0.13%	144
2025 Q3	$481K	Sell	4,012 -144	-3%	-$16.5K	0.13%	144
2025 Q2	$452K	Sell	4,156 -2,432	-37%	-$249K	0.14%	145
2025 Q1	$650K	Sell	6,588 -42	-0.6%	-$4.55K	0.18%	141
2024 Q4	$744K	Sell	6,630 -22	-0.3%	-$2.35K	0.2%	133
2024 Q3	$666K	Buy	+6,652	New	+$622K	0.17%	139
2024 Q2	–	Sell	-7,244	Closed	-$644K	–	149
2024 Q1	$666K	Buy	7,244 +10	+0.1%	+$890	0.16%	150
2023 Q4	$637K	Buy	7,234 +8	+0.1%	+$663	0.17%	142
2023 Q3	$582K	Buy	7,226 +66	+0.9%	+$5.58K	0.18%	137
2023 Q2	$608K	Sell	7,160 -650	-8%	-$49.8K	0.18%	132
2023 Q1	$584K	Buy	7,810 +74	+1%	+$5.3K	0.18%	129
2022 Q4	$500K	Sell	7,736 -734	-9%	-$51.2K	0.19%	105
2022 Q3	$603K	Sell	8,470 -406	-5%	-$31.8K	0.25%	92
2022 Q2	$610K	Sell	8,876 -2,132	-19%	-$168K	0.26%	87
2022 Q1	$1.02M	Sell	11,008 -3,892	-26%	-$356K	0.35%	61
2021 Q4	$1.52M	Buy	14,900 +422	+3%	+$42K	0.54%	40
2021 Q3	$1.3M	Buy	14,478 +4,558	+46%	+$414K	0.52%	42
2021 Q2	$886K	Buy	9,920 +492	+5%	+$42.8K	0.38%	61
2021 Q1	$792K	Sell	9,428 -1,890	-17%	-$157K	0.39%	58
2020 Q4	$910K	Sell	11,318 -392	-3%	-$30.2K	0.55%	42
2020 Q3	$861K	Sell	11,710 -1,352	-10%	-$95.7K	0.64%	39
2020 Q2	$834K	Sell	13,062 -3,040	-19%	-$179K	0.59%	45
2020 Q1	$790K	Sell	16,102 -8,238	-34%	-$486K	0.58%	43
2019 Q4	$1.53M	Buy	+24,340	New	+$1.48M	1.12%	21

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

EPG Wealth Management's XLY Position: Q2 2026 in Review

EPG Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.5% in Q2 2026, selling an estimated $11.7K and leaving 3,928 shares worth $461K. The position accounts for 0.11% of the portfolio, ranked #149.

EPG Wealth Management first reported a position in XLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.53M in Q4 2019. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

EPG Wealth Management held 3,928 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $461K as of Q2 2026.
EPG Wealth Management sold 100 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $11.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of EPG Wealth Management's portfolio in Q2 2026, its #149 holding.
EPG Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
EPG Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.53M in Q4 2019.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.