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

NewEdge Wealth’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	$1.65M	Sell	14,047 -3,002	-18%	-$350K	0.02%	510
2026 Q1	$1.86M	Buy	17,049 +724	+4%	+$84.6K	0.02%	445
2025 Q4	$1.95M	Buy	16,325 +1,021	+7%	+$121K	0.02%	454
2025 Q3	$1.84M	Buy	15,304 +70	+0.5%	+$8.01K	0.03%	417
2025 Q2	$1.7M	Buy	15,234 +426	+3%	+$43.6K	0.03%	414
2025 Q1	$1.46M	Sell	14,808 -232	-2%	-$25.2K	0.03%	415
2024 Q4	$1.69M	Sell	15,040 -4,802	-24%	-$514K	0.03%	387
2024 Q3	$1.99M	Buy	19,842 +10,286	+108%	+$961K	0.04%	352
2024 Q2	$871K	Buy	9,556 +12	+0.1%	+$1.07K	0.02%	442
2024 Q1	$843K	Buy	9,544 +228	+2%	+$20.3K	0.02%	455
2023 Q4	$833K	Buy	9,316 +3,120	+50%	+$258K	0.02%	429
2023 Q3	$499K	Buy	6,196 +10	+0.2%	+$845	0.02%	462
2023 Q2	$525K	Sell	6,186 -118	-2%	-$9.04K	0.02%	453
2023 Q1	$471K	Sell	6,304 -1,606	-20%	-$115K	0.02%	418
2022 Q4	$511K	Buy	7,910 +136	+2%	+$9.48K	0.02%	364
2022 Q3	$554K	Buy	7,774 +14	+0.2%	+$1.09K	0.03%	344
2022 Q2	$533K	Hold	7,760	–	–	0.02%	380
2022 Q1	$718K	Buy	7,760 +158	+2%	+$14.5K	0.03%	258
2021 Q4	$777K	Buy	7,602 +884	+13%	+$88K	0.03%	252
2021 Q3	$603K	Sell	6,718 -12,478	-65%	-$1.13M	0.04%	213
2021 Q2	$1.71M	Buy	19,196 +1,584	+9%	+$138K	0.13%	136
2021 Q1	$1.48M	Buy	17,612 +14,646	+494%	+$1.22M	0.15%	125
2020 Q4	$238K	Buy	+2,966	New	+$229K	0.07%	134

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

NewEdge Wealth's XLY Position: Q2 2026 in Review

NewEdge Wealth reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 18% in Q2 2026, selling an estimated $350K and leaving 14,047 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #510.

NewEdge Wealth first reported a position in XLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.99M in Q3 2024. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

NewEdge Wealth held 14,047 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.65M as of Q2 2026.
NewEdge Wealth sold 3,002 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $350K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #510 holding.
NewEdge Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
NewEdge Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.99M in Q3 2024.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.