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

Kovack 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
2019 Q4	–	Sell	-2	Closed	-$1K	–	562
2019 Q3	$1K	Hold	2	–	–	﹤0.01%	511
2019 Q2	$1K	Hold	2	–	–	﹤0.01%	476
2019 Q1	$1K	Buy	+2	New	+$108	﹤0.01%	458
2018 Q4	–	Sell	-2	Closed	-$2K	–	505
2018 Q3	$2K	Buy	+2	New	+$114	﹤0.01%	454

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kovack Advisors's XLY Position: Q1 2026 in Review

Kovack Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 16% in Q1 2026, selling an estimated $352K and leaving 15,779 shares worth $1.73M. The position accounts for 0.09% of the portfolio, ranked #219.

Kovack Advisors first reported a position in XLY in Q1 2014 and has held it in 45 quarters since. The position peaked at $2.24M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Kovack Advisors held 15,779 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.73M as of Q1 2026.
Kovack Advisors sold 3,015 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $352K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Kovack Advisors's portfolio in Q1 2026, its #219 holding.
Kovack Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2014 and has held it in 45 quarters since.
Kovack Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.24M in Q4 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.