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

Meridian 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	$621K	Buy	5,296 +236	+5%	+$27.5K	0.07%	136
2026 Q1	$551K	Sell	5,060 -140	-3%	-$16.4K	0.07%	134
2025 Q4	$621K	Hold	5,200	–	–	0.09%	121
2025 Q3	$623K	Hold	5,200	–	–	0.09%	112
2025 Q2	$565K	Hold	5,200	–	–	0.09%	113
2025 Q1	$513K	Hold	5,200	–	–	0.09%	108
2024 Q4	$583K	Sell	5,200 -280	-5%	-$29.9K	0.1%	107
2024 Q3	$549K	Hold	5,480	–	–	0.09%	106
2024 Q2	$500K	Hold	5,480	–	–	0.09%	110
2024 Q1	$504K	Hold	5,480	–	–	0.09%	109
2023 Q4	$490K	Hold	5,480	–	–	0.11%	111
2023 Q3	$441K	Sell	5,480 -440	-7%	-$37.2K	0.11%	110
2023 Q2	$503K	Hold	5,920	–	–	0.12%	107
2023 Q1	$443K	Hold	5,920	–	–	0.11%	119
2022 Q4	$382K	Hold	5,920	–	–	0.1%	129
2022 Q3	$422K	Hold	5,920	–	–	0.12%	127
2022 Q2	$407K	Hold	5,920	–	–	0.11%	134
2022 Q1	$548K	Hold	5,920	–	–	0.13%	124
2021 Q4	$605K	Hold	5,920	–	–	0.15%	116
2021 Q3	$531K	Hold	5,920	–	–	0.15%	118
2021 Q2	$529K	Sell	5,920 -100	-2%	-$8.71K	0.15%	118
2021 Q1	$506K	Hold	6,020	–	–	0.17%	108
2020 Q4	$484K	Hold	6,020	–	–	0.18%	103
2020 Q3	$442K	Buy	6,020 +400	+7%	+$28.3K	0.19%	103
2020 Q2	$359K	Hold	5,620	–	–	0.17%	113
2020 Q1	$276K	Hold	5,620	–	–	0.15%	110
2019 Q4	$352K	Hold	5,620	–	–	0.14%	115
2019 Q3	$339K	Hold	5,620	–	–	0.15%	116
2019 Q2	$335K	Hold	5,620	–	–	0.23%	92
2019 Q1	$320K	Hold	5,620	–	–	0.23%	87
2018 Q4	$278K	Buy	+5,620	New	+$297K	0.21%	95

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

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

Meridian Wealth Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.7% in Q2 2026, buying an estimated $27.5K and bringing the position to 5,296 shares worth $621K. The position accounts for 0.07% of the portfolio, ranked #136.

Meridian Wealth Advisors first reported a position in XLY in Q4 2018 and has held it in 31 quarters since. The position peaked at $623K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Meridian Wealth Advisors held 5,296 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $621K as of Q2 2026.
Meridian Wealth Advisors bought 236 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $27.5K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Meridian Wealth Advisors's portfolio in Q2 2026, its #136 holding.
Meridian Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Meridian Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $623K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.