EverSource Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
EverSource Wealth Advisors's XLY Position: Q2 2026 in Review
EverSource Wealth Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 48% in Q2 2026, selling an estimated $162K and leaving 1,480 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #1069.
EverSource Wealth Advisors first reported a position in XLY in Q4 2021 and has held it in 13 quarters since. The position peaked at $410K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- EverSource Wealth Advisors held 1,480 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $174K as of Q2 2026.
- EverSource Wealth Advisors sold 1,388 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $162K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1069 holding.
- EverSource Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
- EverSource Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $410K in Q4 2025.
- 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.