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

Perfromance Wealth Partners’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	$354K	Buy	3,018 +76	+3%	+$8.87K	0.01%	166
2026 Q1	$321K	Hold	2,942	–	–	0.01%	162
2025 Q4	$351K	Sell	2,942 -140	-5%	-$16.6K	0.01%	153
2025 Q3	$369K	Buy	3,082 +108	+4%	+$12.4K	0.01%	151
2025 Q2	$323K	Hold	2,974	–	–	0.01%	147
2025 Q1	$294K	Sell	2,974 -710	-19%	-$77K	0.01%	135
2024 Q4	$413K	Hold	3,684	–	–	0.01%	112
2024 Q3	$369K	Hold	3,684	–	–	0.01%	124
2024 Q2	$336K	Buy	3,684 +32	+0.9%	+$2.84K	0.01%	113
2024 Q1	$336K	Hold	3,652	–	–	0.01%	119
2023 Q4	$327K	Hold	3,652	–	–	0.01%	126
2023 Q3	$294K	Hold	3,652	–	–	0.01%	135
2023 Q2	$314K	Hold	3,652	–	–	0.01%	140
2023 Q1	$273K	Sell	3,652 -26	-0.7%	-$1.86K	0.01%	150
2022 Q4	$238K	Buy	3,678 +70	+2%	+$4.88K	0.01%	146
2022 Q3	$257K	Buy	3,608 +150	+4%	+$11.7K	0.01%	134
2022 Q2	$238K	Hold	3,458	–	–	0.01%	141
2022 Q1	$320K	Buy	3,458 +26	+0.8%	+$2.38K	0.01%	132
2021 Q4	$351K	Buy	+3,432	New	+$342K	0.01%	135

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

Perfromance Wealth Partners's XLY Position: Q2 2026 in Review

Perfromance Wealth Partners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.6% in Q2 2026, buying an estimated $8.87K and bringing the position to 3,018 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #166.

Perfromance Wealth Partners first reported a position in XLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $413K in Q4 2024. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Perfromance Wealth Partners held 3,018 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $354K as of Q2 2026.
Perfromance Wealth Partners bought 76 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $8.87K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #166 holding.
Perfromance Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Perfromance Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $413K in Q4 2024.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.