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

Evolution 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	$3.05K	Buy	26 +14	+117%	+$1.63K	﹤0.01%	778
2026 Q1	$1.31K	Hold	12	–	–	﹤0.01%	776
2025 Q4	$1.43K	Hold	12	–	–	﹤0.01%	669
2025 Q3	$1.44K	Buy	+12	New	+$1.37K	﹤0.01%	525

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

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

Evolution Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 117% in Q2 2026, buying an estimated $1.63K and bringing the position to 26 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Evolution Wealth Management first reported a position in XLY in Q3 2025 and has held it in 4 quarters since. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Evolution Wealth Management held 26 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.05K as of Q2 2026.
Evolution Wealth Management bought 14 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.63K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #778 holding.
Evolution Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.