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 $1.55T 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

Kovack Advisors's XLY Position: Q2 2026 in Review

Kovack Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.6% in Q2 2026, selling an estimated $48.6K and leaving 15,363 shares worth $1.81M. The position accounts for 0.09% of the portfolio, ranked #231.

Kovack Advisors first reported a position in XLY in Q1 2014 and has held it in 46 quarters since. The position peaked at $2.24M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Kovack Advisors held 15,363 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.81M as of Q2 2026.
Kovack Advisors sold 416 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $48.6K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Kovack Advisors's portfolio in Q2 2026, its #231 holding.
Kovack Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2014 and has held it in 46 quarters since.
Kovack Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.24M in Q4 2025.
1,311 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.