EverSource Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$174K Sell
1,480
-1,388
-48% -$162K 0.01% 1069
2026
Q1
$313K Sell
2,868
-567
-17% -$66.3K 0.01% 829
2025
Q4
$410K Buy
3,435
+1,315
+62% +$156K 0.02% 613
2025
Q3
$254K Buy
2,120
+118
+6% +$13.5K 0.01% 791
2025
Q2
$218K Sell
2,002
-1,222
-38% -$125K 0.01% 818
2025
Q1
$318K Buy
3,224
+718
+29% +$77.9K 0.02% 503
2024
Q4
$281K Buy
2,506
+1,320
+111% +$141K 0.02% 527
2024
Q3
$119K Hold
1,186
0.01% 735
2024
Q2
$111K Buy
1,186
+984
+487% +$87.4K 0.01% 755
2024
Q1
$17.7K Buy
+202
New +$18K ﹤0.01% 1422
2023
Q2
Sell
-170
Closed -$12.7K 2622
2023
Q1
$12.7K Sell
170
-12
-7% -$860 ﹤0.01% 1266
2022
Q4
$11.8K Buy
+182
New +$12.7K ﹤0.01% 1268
2022
Q1
Sell
-24
Closed -$2K 1869
2021
Q4
$2K Buy
+24
New +$2.39K ﹤0.01% 1643

Other funds holding XLY

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.