Gradient Investments’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Gradient Investments’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	$222K	Buy	1,896 +2	+0.1%	+$233	﹤0.01%	433
2026 Q1	$206K	Sell	1,894 -653	-26%	-$76.3K	﹤0.01%	416
2025 Q4	$304K	Buy	2,547 +423	+20%	+$50.2K	﹤0.01%	313
2025 Q3	$254K	Sell	2,124 -216	-9%	-$24.7K	﹤0.01%	349
2025 Q2	$254K	Buy	2,340 +246	+12%	+$25.2K	﹤0.01%	331
2025 Q1	$207K	Buy	+2,094	New	+$227K	﹤0.01%	311
2024 Q3	–	Sell	-382	Closed	-$34.8K	–	1324
2024 Q2	$34.8K	Sell	382 -54	-12%	-$4.8K	﹤0.01%	543
2024 Q1	$40.1K	Buy	436 +94	+27%	+$8.37K	﹤0.01%	449
2023 Q4	$30.6K	Buy	342 +234	+217%	+$19.4K	﹤0.01%	639
2023 Q3	$8.7K	Hold	108	–	–	﹤0.01%	832
2023 Q2	$9.17K	Sell	108 -130	-55%	-$9.95K	﹤0.01%	819
2023 Q1	$17.8K	Buy	238 +130	+120%	+$9.32K	﹤0.01%	702
2022 Q4	$6.97K	Buy	108 +48	+80%	+$3.35K	﹤0.01%	878
2022 Q3	$4K	Sell	60 -204	-77%	-$16K	﹤0.01%	1025
2022 Q2	$18K	Buy	264 +152	+136%	+$12K	﹤0.01%	672
2022 Q1	$10K	Sell	112 -82	-42%	-$7.51K	﹤0.01%	785
2021 Q4	$20K	Buy	194 +82	+73%	+$8.17K	﹤0.01%	668
2021 Q3	$10K	Hold	112	–	–	﹤0.01%	780
2021 Q2	$10K	Buy	+112	New	+$9.75K	﹤0.01%	771
2021 Q1	–	Sell	-28	Closed	-$2K	–	1313
2020 Q4	$2K	Hold	28	–	–	﹤0.01%	996
2020 Q3	$2K	Sell	28 -68	-71%	-$4.81K	﹤0.01%	1001
2020 Q2	$6K	Hold	96	–	–	﹤0.01%	726
2020 Q1	$5K	Sell	96 -390	-80%	-$23K	﹤0.01%	790
2019 Q4	$30K	Buy	486 +52	+12%	+$3.16K	﹤0.01%	499
2019 Q3	$26K	Buy	434 +90	+26%	+$5.42K	﹤0.01%	489
2019 Q2	$21K	Hold	344	–	–	﹤0.01%	512
2019 Q1	$20K	Sell	344 -528	-61%	-$28.6K	﹤0.01%	452
2018 Q4	$43K	Sell	872 -688	-44%	-$36.4K	﹤0.01%	360
2018 Q3	$91K	Buy	1,560 +770	+97%	+$43.9K	﹤0.01%	290
2018 Q2	$43K	Buy	790 +14	+2%	+$740	﹤0.01%	361
2018 Q1	$39K	Hold	776	–	–	﹤0.01%	382
2017 Q4	$38K	Sell	776 -7,440	-91%	-$350K	﹤0.01%	386
2017 Q3	$370K	Sell	8,216 -2,078	-20%	-$93.5K	0.02%	188
2017 Q2	$461K	Sell	10,294 -774	-7%	-$34.7K	0.03%	164
2017 Q1	$487K	Sell	11,068 -674	-6%	-$28.9K	0.04%	132
2016 Q4	$478K	Buy	11,742 +396	+3%	+$16K	0.04%	127
2016 Q3	$454K	Sell	11,346 -1,454	-11%	-$58.6K	0.04%	125
2016 Q2	$500K	Sell	12,800 -1,442	-10%	-$56.7K	0.05%	117
2016 Q1	$563K	Sell	14,242 -4,102	-22%	-$153K	0.07%	106
2015 Q4	$717K	Buy	18,344 +17,808	+3,322%	+$707K	0.1%	111
2015 Q3	$20K	Buy	536 +522	+3,729%	+$20.1K	﹤0.01%	311
2015 Q2	$1K	Buy	+14	New	+$536	﹤0.01%	594

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

Gradient Investments's XLY Position: Q2 2026 in Review

Gradient Investments increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.11% in Q2 2026, buying an estimated $233 and bringing the position to 1,896 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Gradient Investments first reported a position in XLY in Q2 2015 and has held it in 42 quarters since. The position peaked at $717K in Q4 2015. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Gradient Investments held 1,896 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $222K as of Q2 2026.
Gradient Investments bought 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $233.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #433 holding.
Gradient Investments first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2015 and has held it in 42 quarters since.
Gradient Investments's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $717K in Q4 2015.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.