Integrated Wealth Concepts’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Integrated Wealth Concepts’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	$5.6M	Buy	47,717 +4,280	+10%	+$500K	0.04%	432
2026 Q1	$4.73M	Buy	43,437 +21,454	+98%	+$2.51M	0.04%	440
2025 Q4	$2.63M	Sell	21,983 -28,761	-57%	-$3.41M	0.03%	458
2025 Q3	$6.08M	Buy	50,744 +16,486	+48%	+$1.89M	0.05%	327
2025 Q2	$3.72M	Sell	34,258 -28,610	-46%	-$2.93M	0.04%	411
2025 Q1	$6.21M	Sell	62,868 -10,796	-15%	-$1.17M	0.07%	266
2024 Q4	$8.26M	Buy	73,664 +34,052	+86%	+$3.64M	0.1%	205
2024 Q3	$3.97M	Sell	39,612 -64	-0.2%	-$5.98K	0.05%	341
2024 Q2	$3.62M	Buy	39,676 +1,794	+5%	+$159K	0.05%	336
2024 Q1	$3.48M	Buy	37,882 +12,344	+48%	+$1.1M	0.05%	347
2023 Q4	$2.28M	Sell	25,538 -16,264	-39%	-$1.35M	0.04%	429
2023 Q3	$3.36M	Buy	41,802 +17,244	+70%	+$1.46M	0.06%	299
2023 Q2	$2.09M	Buy	24,558 +4,792	+24%	+$367K	0.04%	443
2023 Q1	$1.48M	Buy	19,766 +3,232	+20%	+$232K	0.03%	493
2022 Q4	$1.07M	Sell	16,534 -29,052	-64%	-$2.03M	0.03%	458
2022 Q3	$3.25M	Buy	45,586 +26,944	+145%	+$2.11M	0.1%	192
2022 Q2	$1.28M	Sell	18,642 -9,052	-33%	-$713K	0.04%	382
2022 Q1	$2.56M	Sell	27,694 -411,766	-94%	-$37.7M	0.08%	213
2021 Q4	$44.9M	Buy	439,460 +417,096	+1,865%	+$41.5M	1.34%	14
2021 Q3	$2.01M	Buy	22,364 +6,212	+38%	+$564K	0.07%	252
2021 Q2	$1.44M	Buy	16,152 +1,874	+13%	+$163K	0.05%	276
2021 Q1	$1.2M	Sell	14,278 -6,466	-31%	-$538K	0.05%	266
2020 Q4	$1.67M	Buy	20,744 +3,312	+19%	+$255K	0.08%	176
2020 Q3	$1.28M	Buy	17,432 +8,734	+100%	+$618K	0.08%	175
2020 Q2	$555K	Buy	8,698 +1,506	+21%	+$88.8K	0.04%	266
2020 Q1	$353K	Sell	7,192 -1,202	-14%	-$71K	0.03%	282
2019 Q4	$526K	Buy	8,394 +2,816	+50%	+$171K	0.04%	258
2019 Q3	$337K	Buy	5,578 +696	+14%	+$42K	0.04%	288
2019 Q2	$259K	Buy	4,882 +1,148	+31%	+$67.2K	0.03%	310
2019 Q1	$213K	Buy	+3,734	New	+$202K	0.04%	303

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

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

Integrated Wealth Concepts's XLY Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.9% in Q2 2026, buying an estimated $500K and bringing the position to 47,717 shares worth $5.6M. The position accounts for 0.04% of the portfolio, ranked #432.

Integrated Wealth Concepts first reported a position in XLY in Q1 2019 and has held it in 30 quarters since. The position peaked at $44.9M in Q4 2021. 1,316 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Integrated Wealth Concepts held 47,717 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.6M as of Q2 2026.
Integrated Wealth Concepts bought 4,280 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $500K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #432 holding.
Integrated Wealth Concepts first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
Integrated Wealth Concepts's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $44.9M in Q4 2021.
1,316 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.