Marion Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Marion Wealth Management’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	$3.21M	Buy	27,391 +284	+1%	+$33.1K	0.65%	36
2026 Q1	$2.95M	Buy	27,107 +887	+3%	+$104K	0.65%	39
2025 Q4	$3.23M	Buy	26,220 +338	+1%	+$40.1K	0.72%	36
2025 Q3	$3.1M	Buy	25,882 +44	+0.2%	+$5.04K	0.74%	35
2025 Q2	$2.81M	Buy	25,838 +482	+2%	+$49.3K	0.7%	35
2025 Q1	$2.5M	Sell	25,356 -2,134	-8%	-$231K	0.67%	41
2024 Q4	$3.08M	Buy	27,490 +142	+0.5%	+$15.2K	0.82%	34
2024 Q3	$2.74M	Buy	27,348 +858	+3%	+$80.2K	0.73%	38
2024 Q2	$2.42M	Buy	26,490 +274	+1%	+$24.3K	0.71%	38
2024 Q1	$2.41M	Sell	26,216 -112	-0.4%	-$9.97K	0.72%	38
2023 Q4	$2.35M	Buy	26,328 +308	+1%	+$25.5K	0.75%	36
2023 Q3	$2.09M	Buy	26,020 +288	+1%	+$24.3K	0.74%	33
2023 Q2	$2.18M	Buy	25,732 +252	+1%	+$19.3K	0.78%	31
2023 Q1	$1.91M	Buy	25,480 +1,418	+6%	+$102K	0.71%	36
2022 Q4	$1.55M	Buy	24,062 +4,058	+20%	+$283K	0.66%	36
2022 Q3	$1.43M	Buy	20,004 +1,600	+9%	+$125K	0.73%	30
2022 Q2	$1.26M	Buy	18,404 +2,616	+17%	+$206K	0.66%	37
2022 Q1	$1.46M	Buy	15,788 +2,252	+17%	+$206K	0.71%	32
2021 Q4	$1.38M	Buy	+13,536	New	+$1.35M	0.66%	36

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

Marion Wealth Management's XLY Position: Q2 2026 in Review

Marion Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1% in Q2 2026, buying an estimated $33.1K and bringing the position to 27,391 shares worth $3.21M. The position accounts for 0.65% of the portfolio, ranked #36.

Marion Wealth Management first reported a position in XLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.23M in Q4 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Marion Wealth Management held 27,391 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.21M as of Q2 2026.
Marion Wealth Management bought 284 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $33.1K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.65% of Marion Wealth Management's portfolio in Q2 2026, its #36 holding.
Marion Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Marion Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.23M in Q4 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.