Innova Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Innova Wealth Partners’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	$344K	Buy	2,934 +900	+44%	+$105K	0.14%	125
2026 Q1	$222K	Sell	2,034 -33,524	-94%	-$3.92M	0.1%	145
2025 Q4	$4.25M	Sell	35,558 -1,760	-5%	-$209K	2.14%	14
2025 Q3	$4.47M	Sell	37,318 -4,180	-10%	-$478K	2.42%	12
2025 Q2	$4.51M	Buy	+41,498	New	+$4.24M	2.65%	12
2025 Q1	–	Sell	-52,494	Closed	-$5.89M	–	107
2024 Q4	$5.89M	Buy	52,494 +49,874	+1,904%	+$5.33M	3.71%	6
2024 Q3	$262K	Sell	2,620 -49,894	-95%	-$4.66M	0.22%	64
2024 Q2	$4.79M	Sell	52,514 -504	-1%	-$44.8K	3.43%	11
2024 Q1	$4.87M	Sell	53,018 -426	-0.8%	-$37.9K	3.77%	12
2023 Q4	$4.78M	Sell	53,444 -4,654	-8%	-$385K	4.11%	8
2023 Q3	$4.68M	Sell	58,098 -670	-1%	-$56.6K	4.2%	9
2023 Q2	$4.99M	Buy	+58,768	New	+$4.5M	4.25%	7
2022 Q1	–	Sell	-59,420	Closed	-$6.07M	–	80
2021 Q4	$6.07M	Buy	59,420 +1,804	+3%	+$180K	4.3%	7
2021 Q3	$5.17M	Buy	57,616 +2,266	+4%	+$206K	4.1%	8
2021 Q2	$4.94M	Buy	55,350 +1,558	+3%	+$136K	3.89%	12
2021 Q1	$4.52M	Sell	53,792 -2,870	-5%	-$239K	3.84%	11
2020 Q4	$4.55M	Buy	+56,662	New	+$4.37M	4.26%	5

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

Innova Wealth Partners's XLY Position: Q2 2026 in Review

Innova Wealth Partners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 44% in Q2 2026, buying an estimated $105K and bringing the position to 2,934 shares worth $344K. The position accounts for 0.14% of the portfolio, ranked #125.

Innova Wealth Partners first reported a position in XLY in Q4 2020 and has held it in 17 quarters since. The position peaked at $6.07M in Q4 2021. 1,311 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Innova Wealth Partners held 2,934 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $344K as of Q2 2026.
Innova Wealth Partners bought 900 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $105K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.14% of Innova Wealth Partners's portfolio in Q2 2026, its #125 holding.
Innova Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 17 quarters since.
Innova Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.07M in Q4 2021.
1,311 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.