Kingswood Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Kingswood Wealth Advisors’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	$6.34M	Buy	54,085 +23,259	+75%	+$2.71M	0.26%	91
2026 Q1	$3.36M	Sell	30,826 -17,637	-36%	-$2.06M	0.16%	150
2025 Q4	$5.79M	Sell	48,463 -795	-2%	-$94.3K	0.28%	88
2025 Q3	$5.9M	Buy	49,258 +34,460	+233%	+$3.94M	0.36%	51
2025 Q2	$1.61M	Buy	14,798 +2,016	+16%	+$206K	0.13%	176
2025 Q1	$1.27M	Sell	12,782 -6,254	-33%	-$678K	0.12%	207
2024 Q4	$2.14M	Sell	19,036 -3,348	-15%	-$358K	0.16%	143
2024 Q3	$2.24M	Buy	22,384 +5,294	+31%	+$495K	0.16%	146
2024 Q2	$1.56M	Buy	17,090 +630	+4%	+$56K	0.14%	149
2024 Q1	$1.51M	Sell	16,460 -6,560	-28%	-$584K	0.17%	144
2023 Q4	$2.06M	Buy	23,020 +18,750	+439%	+$1.55M	0.23%	97
2023 Q3	$1.5M	Sell	4,270 -23,838	-85%	-$2.02M	0.26%	105
2023 Q2	$2.39M	Buy	+28,108	New	+$2.15M	0.76%	29

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

Kingswood Wealth Advisors's XLY Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 75% in Q2 2026, buying an estimated $2.71M and bringing the position to 54,085 shares worth $6.34M. The position accounts for 0.26% of the portfolio, ranked #91.

Kingswood Wealth Advisors first reported a position in XLY in Q2 2023 and has held it in 13 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Kingswood Wealth Advisors held 54,085 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $6.34M as of Q2 2026.
Kingswood Wealth Advisors bought 23,259 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $2.71M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.26% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Kingswood Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.