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

Mission 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	$535K	Buy	4,564 +1,973	+76%	+$230K	0.01%	665
2026 Q1	$282K	Sell	2,591 -30	-1%	-$3.51K	0.01%	626
2025 Q4	$313K	Sell	2,621 -89	-3%	-$10.6K	0.01%	603
2025 Q3	$325K	Hold	2,710	–	–	0.01%	584
2025 Q2	$294K	Buy	2,710 +166	+7%	+$17K	0.01%	584
2025 Q1	$251K	Sell	2,544 -1,188	-32%	-$129K	0.01%	590
2024 Q4	$419K	Sell	3,732 -1,720	-32%	-$184K	0.01%	471
2024 Q3	$546K	Buy	5,452 +118	+2%	+$11K	0.01%	417
2024 Q2	$486K	Sell	5,334 -236	-4%	-$21K	0.01%	416
2024 Q1	$512K	Buy	5,570 +1,410	+34%	+$126K	0.01%	428
2023 Q4	$372K	Sell	4,160 -44	-1%	-$3.64K	0.01%	434
2023 Q3	$338K	Buy	4,204 +38	+0.9%	+$3.21K	0.01%	425
2023 Q2	$354K	Sell	4,166 -526	-11%	-$40.3K	0.01%	418
2023 Q1	$351K	Buy	4,692 +1,134	+32%	+$81.3K	0.01%	412
2022 Q4	$230K	Sell	3,558 -350	-9%	-$24.4K	0.01%	461
2022 Q3	$278K	Buy	3,908 +342	+10%	+$26.8K	0.01%	413
2022 Q2	$245K	Sell	3,566 -730	-17%	-$57.5K	0.01%	441
2022 Q1	$398K	Buy	4,296 +768	+22%	+$70.3K	0.02%	360
2021 Q4	$361K	Buy	3,528 +2	+0.1%	+$199	0.02%	386
2021 Q3	$316K	Hold	3,526	–	–	0.02%	398
2021 Q2	$315K	Sell	3,526 -134	-4%	-$11.7K	0.02%	382
2021 Q1	$308K	Buy	+3,660	New	+$304K	0.02%	358

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

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

Mission Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 76% in Q2 2026, buying an estimated $230K and bringing the position to 4,564 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #665.

Mission Wealth Management first reported a position in XLY in Q1 2021 and has held it in 22 quarters since. The position peaked at $546K in Q3 2024. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Mission Wealth Management held 4,564 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $535K as of Q2 2026.
Mission Wealth Management bought 1,973 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $230K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #665 holding.
Mission Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Mission Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $546K in Q3 2024.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.