Evergreen Wealth Solutions’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Evergreen Wealth 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	$2.7M	Sell	22,774 -358	-2%	-$41.8K	0.14%	113
2026 Q1	$2.52M	Buy	+23,132	New	+$2.7M	0.18%	98

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

Evergreen Wealth Solutions's XLY Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.5% in Q2 2026, selling an estimated $41.8K and leaving 22,774 shares worth $2.7M. The position accounts for 0.14% of the portfolio, ranked #113.

Evergreen Wealth Solutions first reported a position in XLY in Q1 2026 and has held it in 2 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Evergreen Wealth Solutions held 22,774 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.7M as of Q2 2026.
Evergreen Wealth Solutions sold 358 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $41.8K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.14% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #113 holding.
Evergreen Wealth Solutions first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.