Prestige Wealth Management Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Prestige Wealth Management Group’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	$76.9K	Sell	656 -114,125	-99%	-$13.3M	0.01%	233
2026 Q1	$12.5M	Buy	114,781 +114,125	+17,397%	+$13.3M	2.46%	10
2025 Q4	$78.3K	Sell	656 -136	-17%	-$16.1K	0.01%	221
2025 Q3	$94.9K	Hold	792	–	–	0.02%	216
2025 Q2	$86.1K	Hold	792	–	–	0.02%	218
2025 Q1	$78.2K	Hold	792	–	–	0.02%	214
2024 Q4	$88.8K	Hold	792	–	–	0.02%	209
2024 Q3	$79.3K	Hold	792	–	–	0.02%	213
2024 Q2	$72.2K	Hold	792	–	–	0.02%	203
2024 Q1	$72.8K	Hold	792	–	–	0.02%	226
2023 Q4	$70.8K	Hold	792	–	–	0.02%	214
2023 Q3	$63.7K	Sell	792 -380	-32%	-$32.1K	0.02%	215
2023 Q2	$99.5K	Hold	1,172	–	–	0.02%	207
2023 Q1	$87.6K	Sell	1,172 -882	-43%	-$63.2K	0.02%	198
2022 Q4	$133K	Buy	2,054 +1,228	+149%	+$85.6K	0.03%	165
2022 Q3	$59K	Hold	826	–	–	0.02%	218
2022 Q2	$57K	Sell	826 -110	-12%	-$8.67K	0.02%	227
2022 Q1	$87K	Hold	936	–	–	0.02%	200
2021 Q4	$96K	Hold	936	–	–	0.02%	201
2021 Q3	$84K	Sell	936 -2,628	-74%	-$239K	0.02%	200
2021 Q2	$318K	Buy	3,564 +2,628	+281%	+$229K	0.08%	92
2021 Q1	$79K	Sell	936 -7,292	-89%	-$607K	0.02%	202
2020 Q4	$661K	Buy	8,228 +7,292	+779%	+$562K	0.18%	60
2020 Q3	$69K	Hold	936	–	–	0.02%	208
2020 Q2	$60K	Sell	936 -1,356	-59%	-$79.9K	0.02%	197
2020 Q1	$112K	Sell	2,292 -920	-29%	-$54.3K	0.05%	115
2019 Q4	$201K	Buy	3,212 +2,556	+390%	+$156K	0.11%	117
2019 Q3	$40K	Hold	656	–	–	0.02%	216
2019 Q2	$39K	Hold	656	–	–	0.02%	213
2019 Q1	$37K	Hold	656	–	–	0.02%	208
2018 Q4	$32K	Buy	+656	New	+$34.7K	0.02%	242

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

Prestige Wealth Management Group's XLY Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 99% in Q2 2026, selling an estimated $13.3M and leaving 656 shares worth $76.9K. The position accounts for 0.01% of the portfolio, ranked #233.

Prestige Wealth Management Group first reported a position in XLY in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.5M in Q1 2026. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Prestige Wealth Management Group held 656 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $76.9K as of Q2 2026.
Prestige Wealth Management Group sold 114,125 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $13.3M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #233 holding.
Prestige Wealth Management Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $12.5M in Q1 2026.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.