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

Provenance Wealth Advisors’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	$38.7K	Hold	330	–	–	﹤0.01%	243
2026 Q1	$36K	Hold	330	–	–	﹤0.01%	227
2025 Q4	$39.4K	Hold	330	–	–	﹤0.01%	213
2025 Q3	$39.5K	Hold	330	–	–	0.01%	230
2025 Q2	$35.9K	Hold	330	–	–	0.01%	231
2025 Q1	$32.6K	Hold	330	–	–	﹤0.01%	248
2024 Q4	$37K	Hold	330	–	–	﹤0.01%	236
2024 Q3	$33.1K	Hold	330	–	–	﹤0.01%	257
2024 Q2	$30.1K	Hold	330	–	–	﹤0.01%	237
2024 Q1	$30.3K	Hold	330	–	–	﹤0.01%	249
2023 Q4	$29.5K	Buy	+330	New	+$27.3K	﹤0.01%	239

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

Provenance Wealth Advisors's XLY Position: Q2 2026 in Review

Provenance Wealth Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 330 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Provenance Wealth Advisors first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.5K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Provenance Wealth Advisors held 330 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $38.7K as of Q2 2026.
Provenance Wealth Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #243 holding.
Provenance Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Provenance Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $39.5K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.