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

Geneos 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	$467K	Buy	3,983 +1,025	+35%	+$120K	0.01%	750
2026 Q1	$322K	Sell	2,958 -24,595	-89%	-$2.87M	0.01%	812
2025 Q4	$3.29M	Sell	27,553 -4,473	-14%	-$530K	0.08%	270
2025 Q3	$3.84M	Sell	32,026 -1,068	-3%	-$122K	0.1%	248
2025 Q2	$3.6M	Buy	33,094 +30,872	+1,389%	+$3.16M	0.09%	277
2025 Q1	$219K	Sell	2,222 -84	-4%	-$9.11K	0.01%	872
2024 Q4	$259K	Sell	2,306 -2,644	-53%	-$283K	0.01%	756
2024 Q3	$496K	Sell	4,950 -98	-2%	-$9.16K	0.02%	566
2024 Q2	$460K	Sell	5,048 -94	-2%	-$8.35K	0.02%	511
2024 Q1	$473K	Buy	5,142 +1,130	+28%	+$101K	0.02%	508
2023 Q4	$359K	Buy	4,012 +930	+30%	+$77K	0.02%	542
2023 Q3	$248K	Sell	3,082 -54,026	-95%	-$4.57M	0.01%	627
2023 Q2	$4.85M	Buy	57,108 +54,962	+2,561%	+$4.21M	0.25%	104
2023 Q1	$160K	Sell	2,146 -720	-25%	-$51.6K	0.01%	713
2022 Q4	$185K	Sell	2,866 -164	-5%	-$11.4K	0.01%	644
2022 Q3	$215K	Sell	3,030 -620	-17%	-$48.5K	0.01%	582
2022 Q2	$255K	Sell	3,650 -1,308	-26%	-$103K	0.01%	666
2022 Q1	$458K	Sell	4,958 -10,710	-68%	-$981K	0.02%	546
2021 Q4	$1.6M	Sell	15,668 -59,644	-79%	-$5.94M	0.06%	286
2021 Q3	$6.81M	Buy	75,312 +73,824	+4,961%	+$6.71M	0.26%	78
2021 Q2	$134K	Sell	1,488 -1,998	-57%	-$174K	0.01%	1040
2021 Q1	$311K	Sell	3,486 -8,032	-70%	-$668K	0.01%	782
2020 Q4	$810K	Sell	11,518 -3,922	-25%	-$302K	0.03%	413
2020 Q3	$1.11M	Sell	15,440 -17,236	-53%	-$1.22M	0.06%	273
2020 Q2	$2.02M	Sell	32,676 -534	-2%	-$31.5K	0.11%	190
2020 Q1	$1.63M	Sell	33,210 -1,340	-4%	-$79.1K	0.11%	189
2019 Q4	$2.18M	Buy	34,550 +1,954	+6%	+$119K	0.12%	190
2019 Q3	$1.95M	Sell	32,596 -892	-3%	-$53.8K	0.12%	182
2019 Q2	$2M	Sell	33,488 -842	-2%	-$49.3K	0.12%	173
2019 Q1	$1.95M	Buy	34,330 +11,966	+54%	+$649K	0.13%	180
2018 Q4	$1.09M	Sell	22,364 -58,592	-72%	-$3.1M	0.08%	237
2018 Q3	$4.74M	Sell	80,956 -7,744	-9%	-$441K	0.32%	84
2018 Q2	$4.85M	Sell	88,700 -4,326	-5%	-$229K	0.38%	71
2018 Q1	$4.71M	Sell	93,026 -4,662	-5%	-$243K	0.41%	66
2017 Q4	$4.82M	Sell	97,688 -3,774	-4%	-$178K	0.43%	63
2017 Q3	$4.57M	Sell	101,462 -8,278	-8%	-$372K	0.45%	56
2017 Q2	$4.92M	Sell	109,740 -524	-0.5%	-$23.5K	0.5%	48
2017 Q1	$4.85M	Sell	110,264 -2,306	-2%	-$98.8K	0.5%	45
2016 Q4	$4.58M	Buy	112,570 +598	+0.5%	+$24.2K	0.6%	39
2016 Q3	$4.48M	Sell	111,972 -7,260	-6%	-$292K	0.6%	37
2016 Q2	$4.7M	Buy	119,232 +112,520	+1,676%	+$4.43M	0.68%	29
2016 Q1	$266K	Buy	+6,712	New	+$250K	0.04%	367

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

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

Geneos Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 35% in Q2 2026, buying an estimated $120K and bringing the position to 3,983 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #750.

Geneos Wealth Management first reported a position in XLY in Q1 2016 and has held it in 42 quarters since. The position peaked at $6.81M in Q3 2021. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Geneos Wealth Management held 3,983 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $467K as of Q2 2026.
Geneos Wealth Management bought 1,025 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $120K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #750 holding.
Geneos Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2016 and has held it in 42 quarters since.
Geneos Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.81M in Q3 2021.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.