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

GeoWealth 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	$4.32M	Buy	36,826 +2,958	+9%	+$345K	0.14%	90
2026 Q1	$3.69M	Buy	33,868 +12,617	+59%	+$1.47M	0.13%	101
2025 Q4	$2.54M	Sell	21,251 -13,379	-39%	-$1.59M	0.09%	136
2025 Q3	$4.15M	Buy	34,630 +1,106	+3%	+$127K	0.15%	87
2025 Q2	$3.64M	Buy	33,524 +2,412	+8%	+$247K	0.14%	87
2025 Q1	$3.07M	Buy	31,112 +290	+0.9%	+$31.4K	0.12%	102
2024 Q4	$3.46M	Buy	30,822 +1,428	+5%	+$153K	0.11%	123
2024 Q3	$2.94M	Sell	29,394 -8,248	-22%	-$771K	0.1%	147
2024 Q2	$3.43M	Sell	37,642 -16,738	-31%	-$1.49M	0.15%	101
2024 Q1	$5M	Sell	54,380 -15,920	-23%	-$1.42M	0.19%	91
2023 Q4	$6.29M	Buy	70,300 +25,082	+55%	+$2.08M	0.52%	50
2023 Q3	$3.64M	Sell	45,218 -38,712	-46%	-$3.27M	0.41%	70
2023 Q2	$7.13M	Buy	83,930 +33,778	+67%	+$2.59M	0.77%	24
2023 Q1	$3.75M	Sell	50,152 -10,868	-18%	-$779K	0.44%	46
2022 Q4	$3.94M	Sell	61,020 -6,136	-9%	-$428K	0.42%	52
2022 Q3	$4.79M	Sell	67,156 -17,216	-20%	-$1.35M	0.52%	41
2022 Q2	$5.8M	Buy	84,372 +8,842	+12%	+$697K	0.78%	32
2022 Q1	$6.99M	Sell	75,530 -19,110	-20%	-$1.75M	0.61%	46
2021 Q4	$9.68M	Sell	94,640 -5,126	-5%	-$511K	0.79%	34
2021 Q3	$8.95M	Sell	99,766 -47,334	-32%	-$4.3M	0.74%	40
2021 Q2	$13.1M	Buy	147,100 +28,054	+24%	+$2.44M	1.66%	12
2021 Q1	$10M	Sell	119,046 -28,640	-19%	-$2.38M	1.56%	13
2020 Q4	$11.9M	Buy	147,686 +122,554	+488%	+$9.45M	1.9%	9
2020 Q3	$1.84M	Buy	25,132 +492	+2%	+$34.8K	0.56%	61
2020 Q2	$1.57M	Buy	+24,640	New	+$1.45M	0.65%	46
2019 Q4	–	Sell	-4,622	Closed	-$279K	–	234
2019 Q3	$279K	Buy	+4,622	New	+$279K	0.06%	164

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

GeoWealth Management's XLY Position: Q2 2026 in Review

GeoWealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 8.7% in Q2 2026, buying an estimated $345K and bringing the position to 36,826 shares worth $4.32M. The position accounts for 0.14% of the portfolio, ranked #90.

GeoWealth Management first reported a position in XLY in Q3 2019 and has held it in 26 quarters since. The position peaked at $13.1M in Q2 2021. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

GeoWealth Management held 36,826 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.32M as of Q2 2026.
GeoWealth Management bought 2,958 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $345K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.14% of GeoWealth Management's portfolio in Q2 2026, its #90 holding.
GeoWealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2019 and has held it in 26 quarters since.
GeoWealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $13.1M in Q2 2021.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.