Lake Street Private Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$477K Buy
4,069
+74
+2% +$8.64K 0.05% 183
2026
Q1
$435K Buy
3,995
+54
+1% +$6.31K 0.06% 181
2025
Q4
$471K Sell
3,941
-67
-2% -$7.94K 0.06% 183
2025
Q3
$480K Sell
4,008
-34
-0.8% -$3.89K 0.06% 171
2025
Q2
$439K Buy
4,042
+4
+0.1% +$409 0.06% 175
2025
Q1
$399K Sell
4,038
-84
-2% -$9.11K 0.06% 169
2024
Q4
$462K Sell
4,122
-142
-3% -$15.2K 0.07% 156
2024
Q3
$427K Sell
4,264
-1,698
-28% -$159K 0.07% 176
2024
Q2
$544K Sell
5,962
-224
-4% -$19.9K 0.07% 214
2024
Q1
$569K Buy
6,186
+16
+0.3% +$1.43K 0.08% 212
2023
Q4
$552K Sell
6,170
-138
-2% -$11.4K 0.09% 201
2023
Q3
$505K Sell
6,308
-58
-0.9% -$4.9K 0.09% 184
2023
Q2
$540K Buy
6,366
+350
+6% +$26.8K 0.1% 175
2023
Q1
$450K Buy
6,016
+26
+0.4% +$1.86K 0.08% 191
2022
Q4
$387K Sell
5,990
-638
-10% -$44.5K 0.08% 199
2022
Q3
$472K Sell
6,628
-384
-5% -$30K 0.11% 169
2022
Q2
$482K Sell
7,012
-14
-0.2% -$1.1K 0.1% 170
2022
Q1
$650K Buy
7,026
+54
+0.8% +$4.95K 0.12% 163
2021
Q4
$713K Buy
6,972
+2,616
+60% +$261K 0.13% 165
2021
Q3
$391K Buy
4,356
+2
+0% +$182 0.09% 165
2021
Q2
$391K Sell
4,354
-96
-2% -$8.36K 0.1% 157
2021
Q1
$374K Buy
4,450
+86
+2% +$7.15K 0.1% 159
2020
Q4
$351K Buy
+4,364
New +$336K 0.1% 157

Other funds holding XLY

Lake Street Private Wealth's XLY Position: Q2 2026 in Review

Lake Street Private Wealth increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.9% in Q2 2026, buying an estimated $8.64K and bringing the position to 4,069 shares worth $477K. The position accounts for 0.05% of the portfolio, ranked #183.

Lake Street Private Wealth first reported a position in XLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $713K in Q4 2021. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Lake Street Private Wealth held 4,069 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $477K as of Q2 2026.
  • Lake Street Private Wealth bought 74 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $8.64K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Lake Street Private Wealth's portfolio in Q2 2026, its #183 holding.
  • Lake Street Private Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • Lake Street Private Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $713K in Q4 2021.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.