Money Concepts Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Money Concepts Capital’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	$1.15M	Buy	9,823 +159	+2%	+$18.6K	0.05%	293
2026 Q1	$1.05M	Sell	9,664 -18,532	-66%	-$2.17M	0.06%	285
2025 Q4	$3.37M	Buy	28,196 +3,566	+14%	+$423K	0.19%	113
2025 Q3	$2.95M	Buy	24,630 +1,334	+6%	+$153K	0.18%	117
2025 Q2	$2.53M	Sell	23,296 -2,554	-10%	-$261K	0.17%	127
2025 Q1	$2.55M	Buy	25,850 +16,668	+182%	+$1.81M	0.19%	125
2024 Q4	$1.03M	Buy	9,182 +1,406	+18%	+$150K	0.08%	205
2024 Q3	$779K	Buy	7,776 +544	+8%	+$50.9K	0.06%	240
2024 Q2	$660K	Sell	7,232 -1,298	-15%	-$115K	0.06%	258
2024 Q1	$784K	Buy	8,530 +2,182	+34%	+$194K	0.07%	231
2023 Q4	$568K	Buy	+6,348	New	+$526K	0.05%	260
2023 Q2	–	Sell	-87,158	Closed	-$448K	–	501
2023 Q1	$448K	Buy	87,158 +73,518	+539%	+$5.27M	0.03%	303
2022 Q4	$881K	Buy	13,640 +12,662	+1,295%	+$883K	0.04%	318
2022 Q3	$70K	Sell	978 -124	-11%	-$9.7K	﹤0.01%	644
2022 Q2	$77K	Sell	1,102 -14,176	-93%	-$1.12M	0.01%	621
2022 Q1	$1.41M	Buy	15,278 +12,530	+456%	+$1.15M	0.08%	247
2021 Q4	$281K	Buy	+2,748	New	+$274K	0.02%	423
2021 Q1	$258K	Sell	3,068 -438	-12%	-$36.4K	0.02%	440
2020 Q4	$282K	Buy	+3,506	New	+$270K	0.03%	365

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

Money Concepts Capital's XLY Position: Q2 2026 in Review

Money Concepts Capital increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.6% in Q2 2026, buying an estimated $18.6K and bringing the position to 9,823 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #293.

Money Concepts Capital first reported a position in XLY in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.37M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Money Concepts Capital held 9,823 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.15M as of Q2 2026.
Money Concepts Capital bought 159 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $18.6K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Money Concepts Capital's portfolio in Q2 2026, its #293 holding.
Money Concepts Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
Money Concepts Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.37M in Q4 2025.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.