Moneta Group Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Moneta Group Investment 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	$1.63M	Buy	13,875 +1,088	+9%	+$127K	0.01%	322
2026 Q1	$1.39M	Buy	12,787 +165	+1%	+$19.3K	0.01%	315
2025 Q4	$1.51M	Buy	12,622 +814	+7%	+$96.5K	0.01%	300
2025 Q3	$1.41M	Sell	11,808 -1,576	-12%	-$180K	0.01%	299
2025 Q2	$1.45M	Buy	13,384 +1,016	+8%	+$104K	0.02%	259
2025 Q1	$1.22M	Buy	12,368 +886	+8%	+$96.1K	0.02%	263
2024 Q4	$1.29M	Buy	11,482 +2,486	+28%	+$266K	0.02%	255
2024 Q3	$901K	Buy	8,996 +300	+3%	+$28K	0.01%	291
2024 Q2	$793K	Sell	8,696 -158	-2%	-$14K	0.01%	300
2024 Q1	$814K	Buy	8,854 +716	+9%	+$63.8K	0.01%	291
2023 Q4	$728K	Buy	8,138 +36	+0.4%	+$2.98K	0.01%	276
2023 Q3	$652K	Buy	8,102 +474	+6%	+$40.1K	0.01%	271
2023 Q2	$648K	Sell	7,628 -96	-1%	-$7.35K	0.01%	280
2023 Q1	$578K	Buy	7,724 +842	+12%	+$60.4K	0.01%	291
2022 Q4	$511K	Sell	6,882 -1,626	-19%	-$113K	0.01%	290
2022 Q3	$606K	Sell	8,508 -1,486	-15%	-$116K	0.02%	250
2022 Q2	$687K	Buy	9,994 +1,854	+23%	+$146K	0.02%	254
2022 Q1	$753K	Buy	8,140 +1,048	+15%	+$96K	0.03%	240
2021 Q4	$725K	Buy	7,092 +4	+0.1%	+$398	0.03%	247
2021 Q3	$636K	Buy	7,088 +792	+13%	+$71.9K	0.03%	245
2021 Q2	$562K	Sell	6,296 -118	-2%	-$10.3K	0.03%	270
2021 Q1	$539K	Buy	+6,414	New	+$534K	0.03%	251
2018 Q3	–	Sell	-3,186	Closed	-$174K	–	386
2018 Q2	$174K	Buy	+3,186	New	+$168K	0.02%	258

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

Moneta Group Investment Advisors's XLY Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 8.5% in Q2 2026, buying an estimated $127K and bringing the position to 13,875 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #322.

Moneta Group Investment Advisors first reported a position in XLY in Q2 2018 and has held it in 23 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Moneta Group Investment Advisors held 13,875 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.63M as of Q2 2026.
Moneta Group Investment Advisors bought 1,088 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $127K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #322 holding.
Moneta Group Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and has held it in 23 quarters since.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.