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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 		$7.23M Buy
61,654
+18,217
+42% +$2.13M 0.04% 457
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
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 42% in Q2 2026, buying an estimated $2.13M and bringing the position to 61,654 shares worth $7.23M. The position accounts for 0.04% of the portfolio, ranked #457.

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. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Integrated Wealth Concepts held 61,654 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $7.23M as of Q2 2026.
  • Integrated Wealth Concepts bought 18,217 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $2.13M.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #457 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.
  • 1,308 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.