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

Regent Peak 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	$463K	Hold	3,946	–	–	0.09%	108
2026 Q1	$430K	Hold	3,946	–	–	0.09%	104
2025 Q4	$471K	Sell	3,946 -492	-11%	-$58.3K	0.09%	95
2025 Q3	$532K	Buy	+4,438	New	+$508K	0.11%	88
2025 Q1	$439K	Hold	4,446	–	–	0.1%	90
2024 Q4	$499K	Hold	4,446	–	–	0.11%	87
2024 Q3	$445K	Hold	4,446	–	–	0.1%	94
2024 Q2	$405K	Sell	4,446 -166	-4%	-$14.7K	0.09%	99
2024 Q1	$424K	Buy	4,612 +24	+0.5%	+$2.14K	0.11%	94
2023 Q4	$410K	Sell	4,588 -544	-11%	-$45.1K	0.11%	91
2023 Q3	$413K	Buy	5,132 +416	+9%	+$35.2K	0.13%	86
2023 Q2	$400K	Sell	4,716 -436	-8%	-$33.4K	0.12%	89
2023 Q1	$385K	Hold	5,152	–	–	0.12%	89
2022 Q4	$333K	Hold	5,152	–	–	0.11%	108
2022 Q3	$366K	Hold	5,152	–	–	0.13%	98
2022 Q2	$354K	Sell	5,152 -44	-0.8%	-$3.47K	0.12%	106
2022 Q1	$481K	Hold	5,196	–	–	0.14%	88
2021 Q4	$531K	Hold	5,196	–	–	0.14%	89
2021 Q3	$466K	Hold	5,196	–	–	0.13%	97
2021 Q2	$469K	Hold	5,196	–	–	0.13%	95
2021 Q1	$436K	Buy	5,196 +44	+0.9%	+$3.66K	0.14%	91
2020 Q4	$414K	Hold	5,152	–	–	0.14%	90
2020 Q3	$379K	Sell	5,152 -80	-2%	-$5.66K	0.16%	87
2020 Q2	$334K	Hold	5,232	–	–	0.15%	85
2020 Q1	$256K	Buy	5,232 +80	+2%	+$4.72K	0.14%	92
2019 Q4	$323K	Buy	+5,152	New	+$313K	0.15%	90

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

Regent Peak Wealth Advisors's XLY Position: Q2 2026 in Review

Regent Peak Wealth Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 3,946 shares worth $463K. The position accounts for 0.09% of the portfolio, ranked #108.

Regent Peak Wealth Advisors first reported a position in XLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $532K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Regent Peak Wealth Advisors held 3,946 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $463K as of Q2 2026.
Regent Peak 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 0.09% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #108 holding.
Regent Peak Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Regent Peak Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $532K 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 Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.