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

RWA 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	$1.17M	Sell	9,938 -18	-0.2%	-$2.1K	0.01%	326
2026 Q1	$1.09M	Sell	9,956 -104	-1%	-$12.2K	0.01%	331
2025 Q4	$1.2M	Buy	10,060 +288	+3%	+$34.1K	0.01%	328
2025 Q3	$1.17M	Buy	9,772 +228	+2%	+$26.1K	0.01%	326
2025 Q2	$1.04M	Sell	9,544 -8	-0.1%	-$818	0.01%	326
2025 Q1	$943K	Sell	9,552 -2,520	-21%	-$273K	0.01%	333
2024 Q4	$1.35M	Buy	12,072 +1,026	+9%	+$110K	0.02%	286
2024 Q3	$1.11M	Hold	11,046	–	–	0.01%	314
2024 Q2	$1.01M	Sell	11,046 -30	-0.3%	-$2.67K	0.01%	298
2024 Q1	$1.02M	Buy	11,076 +166	+2%	+$14.8K	0.01%	302
2023 Q4	$975K	Buy	+10,910	New	+$904K	0.01%	293
2019 Q1	–	Sell	-69,148	Closed	-$3.42M	–	245
2018 Q4	$3.42M	Sell	69,148 -77,268	-53%	-$4.09M	0.45%	61
2018 Q3	$8.58M	Sell	146,416 -17,742	-11%	-$1.01M	0.96%	24
2018 Q2	$8.97M	Buy	164,158 +55,828	+52%	+$2.95M	1%	22
2018 Q1	$5.49M	Buy	+108,330	New	+$5.65M	0.71%	31
2017 Q3	–	Sell	-219,934	Closed	-$9.86M	–	244
2017 Q2	$9.86M	Buy	+219,934	New	+$9.85M	1.21%	20

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

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

RWA Wealth Partners reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.18% in Q2 2026, selling an estimated $2.1K and leaving 9,938 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #326.

RWA Wealth Partners first reported a position in XLY in Q2 2017 and has held it in 16 quarters since. The position peaked at $9.86M in Q2 2017. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

RWA Wealth Partners held 9,938 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.17M as of Q2 2026.
RWA Wealth Partners sold 18 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $2.1K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #326 holding.
RWA Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2017 and has held it in 16 quarters since.
RWA Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $9.86M in Q2 2017.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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