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

Golden State 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	$1.14M	Sell	9,741 -35	-0.4%	-$4.08K	0.1%	173
2026 Q1	$1.07M	Sell	9,776 -72	-0.7%	-$8.41K	0.12%	155
2025 Q4	$1.18M	Buy	9,848 +24	+0.2%	+$2.85K	0.12%	139
2025 Q3	$1.18M	Buy	9,824 +2	+0%	+$229	0.13%	131
2025 Q2	$1.07M	Hold	9,822	–	–	0.13%	136
2025 Q1	$970K	Sell	9,822 -62	-0.6%	-$6.72K	0.14%	128
2024 Q4	$1.11M	Buy	+9,884	New	+$1.06M	0.17%	104
2022 Q1	$1.01M	Buy	10,890 +46	+0.4%	+$4.21K	0.2%	101
2021 Q4	$1.11M	Buy	10,844 +12	+0.1%	+$1.2K	0.19%	112
2021 Q3	$972K	Sell	10,832 -616	-5%	-$56K	0.21%	95
2021 Q2	$1.02M	Sell	11,448 -202	-2%	-$17.6K	0.23%	93
2021 Q1	$979K	Sell	11,650 -158	-1%	-$13.1K	0.32%	55
2020 Q4	$949K	Sell	11,808 -236	-2%	-$18.2K	0.28%	72
2020 Q3	$885K	Hold	12,044	–	–	0.3%	58
2020 Q2	$769K	Sell	12,044 -3,050	-20%	-$180K	0.25%	67
2020 Q1	$740K	Buy	+15,094	New	+$891K	0.33%	54
2019 Q4	–	Sell	-19,342	Closed	-$1.17M	–	993
2019 Q3	$1.17M	Buy	19,342 +400	+2%	+$24.1K	0.39%	50
2019 Q2	$1.13M	Sell	18,942 -1,722	-8%	-$101K	0.36%	57
2019 Q1	$1.18M	Buy	+20,664	New	+$1.12M	0.39%	54

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

Golden State Wealth Management's XLY Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.36% in Q2 2026, selling an estimated $4.08K and leaving 9,741 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #173.

Golden State Wealth Management first reported a position in XLY in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.18M in Q3 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Golden State Wealth Management held 9,741 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.14M as of Q2 2026.
Golden State Wealth Management sold 35 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $4.08K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Golden State Wealth Management's portfolio in Q2 2026, its #173 holding.
Golden State Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and has held it in 19 quarters since.
Golden State Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.18M in Q3 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.