Evolve Private Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Evolve Private Wealth’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	–	Sell	-3,126	Closed	-$341K	–	1254
2026 Q1	$341K	Buy	+3,126	New	+$365K	0.02%	727

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

Evolve Private Wealth's XLY Position: Q2 2026 in Review

Evolve Private Wealth sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 3,126 shares — an estimated $341K sold.

Evolve Private Wealth first reported a position in XLY in Q1 2026 and held it in 1 quarter. The position peaked at $341K in Q1 2026. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Evolve Private Wealth reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 3,126 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $341K.
Evolve Private Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $341K in Q1 2026.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.