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

Olistico 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	$281K	Sell	2,399 -850	-26%	-$99.2K	0.12%	92
2026 Q1	$354K	Buy	3,249 +1	+0%	+$117	0.17%	76
2025 Q4	$388K	Hold	3,248	–	–	0.19%	68
2025 Q3	$389K	Sell	3,248 -32	-1%	-$3.66K	0.21%	69
2025 Q2	$356K	Hold	3,280	–	–	0.2%	73
2025 Q1	$324K	Sell	3,280 -2	-0.1%	-$217	0.2%	78
2024 Q4	$368K	Sell	3,282 -98	-3%	-$10.5K	0.21%	74
2024 Q3	$339K	Sell	3,380 -932	-22%	-$87.1K	0.21%	81
2024 Q2	$393K	Sell	4,312 -44	-1%	-$3.91K	0.25%	76
2024 Q1	$401K	Sell	4,356 -94	-2%	-$8.37K	0.29%	74
2023 Q4	$398K	Sell	4,450 -28	-0.6%	-$2.32K	0.31%	75
2023 Q3	$360K	Sell	4,478 -10	-0.2%	-$845	0.32%	77
2023 Q2	$381K	Sell	4,488 -130	-3%	-$9.95K	0.33%	78
2023 Q1	$345K	Sell	4,618 -16	-0.3%	-$1.15K	0.33%	75
2022 Q4	$299K	Buy	+4,634	New	+$323K	0.32%	80

Other funds holding XLY

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Olistico Wealth's XLY Position: Q2 2026 in Review

Olistico Wealth reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 26% in Q2 2026, selling an estimated $99.2K and leaving 2,399 shares worth $281K. The position accounts for 0.12% of the portfolio, ranked #92.

Olistico Wealth first reported a position in XLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $401K in Q1 2024. 235 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Olistico Wealth held 2,399 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $281K as of Q2 2026.
Olistico Wealth sold 850 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $99.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.12% of Olistico Wealth's portfolio in Q2 2026, its #92 holding.
Olistico Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Olistico Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $401K in Q1 2024.
235 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.