Merit Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Merit Financial Group’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	$15M	Buy	128,321 +38,453	+43%	+$4.49M	0.09%	198
2026 Q1	$9.79M	Buy	89,868 +36,606	+69%	+$4.28M	0.07%	231
2025 Q4	$6.36M	Buy	53,262 +9,266	+21%	+$1.1M	0.05%	298
2025 Q3	$5.27M	Buy	43,996 +3,266	+8%	+$374K	0.05%	312
2025 Q2	$4.43M	Sell	40,730 -5,030	-11%	-$514K	0.05%	306
2025 Q1	$4.52M	Sell	45,760 -432	-0.9%	-$46.8K	0.07%	240
2024 Q4	$5.18M	Buy	46,192 +1,826	+4%	+$195K	0.09%	178
2024 Q3	$4.44M	Buy	44,366 +1,726	+4%	+$161K	0.1%	159
2024 Q2	$3.89M	Sell	42,640 -230	-0.5%	-$20.4K	0.09%	174
2024 Q1	$3.81M	Buy	42,870 +26,226	+158%	+$2.34M	0.09%	167
2023 Q4	$1.49M	Sell	16,644 -25,512	-61%	-$2.11M	0.05%	240
2023 Q3	$3.39M	Sell	42,156 -1,172	-3%	-$99.1K	0.11%	143
2023 Q2	$3.68M	Buy	43,328 +29,724	+218%	+$2.28M	0.12%	130
2023 Q1	$1.02M	Sell	13,604 -30,190	-69%	-$2.16M	0.04%	290
2022 Q4	$2.83M	Buy	43,794 +7,020	+19%	+$489K	0.1%	147
2022 Q3	$2.62M	Sell	36,774 -7,250	-16%	-$567K	0.11%	126
2022 Q2	$3.03M	Buy	44,024 +33,234	+308%	+$2.62M	0.09%	136
2022 Q1	$998K	Buy	+10,790	New	+$988K	0.06%	153

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

Merit Financial Group's XLY Position: Q2 2026 in Review

Merit Financial Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 43% in Q2 2026, buying an estimated $4.49M and bringing the position to 128,321 shares worth $15M. The position accounts for 0.09% of the portfolio, ranked #198.

Merit Financial Group first reported a position in XLY in Q1 2022 and has held it in 18 quarters since. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Merit Financial Group held 128,321 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $15M as of Q2 2026.
Merit Financial Group bought 38,453 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $4.49M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Merit Financial Group's portfolio in Q2 2026, its #198 holding.
Merit Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.