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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.28M Sell
79,153
-5,284
-6% -$617K 1.07% 18
2026
Q1
$9.2M Sell
84,437
-460
-0.5% -$53.8K 1.2% 16
2025
Q4
$10.1M Sell
84,897
-6,655
-7% -$789K 1.31% 15
2025
Q3
$11M Sell
91,552
-5,448
-6% -$623K 1.41% 12
2025
Q2
$10.5M Sell
97,000
-2,602
-3% -$266K 1.47% 11
2025
Q1
$9.83M Buy
99,602
+8,500
+9% +$922K 1.53% 9
2024
Q4
$10.2M Sell
91,102
-4,980
-5% -$533K 1.56% 8
2024
Q3
$9.63M Buy
96,082
+5,014
+6% +$469K 1.52% 10
2024
Q2
$8.31M Buy
91,068
+688
+0.8% +$61.1K 1.42% 11
2024
Q1
$8.31M Buy
90,380
+13,982
+18% +$1.25M 1.56% 10
2023
Q4
$6.92M Buy
+76,398
New +$6.33M 1.53% 8

Other funds holding XLY

Premier Path Wealth Partners's XLY Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6.3% in Q2 2026, selling an estimated $617K and leaving 79,153 shares worth $9.28M. The position accounts for 1.07% of the portfolio, ranked #18.

Premier Path Wealth Partners first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $11M in Q3 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Premier Path Wealth Partners held 79,153 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $9.28M as of Q2 2026.
  • Premier Path Wealth Partners sold 5,284 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $617K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 1.07% of Premier Path Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Premier Path Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $11M in Q3 2025.
  • 1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.