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

SeaCrest Wealth Management’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	$413K	Sell	3,523 -220	-6%	-$25.7K	0.05%	335
2026 Q1	$408K	Sell	3,743 -150	-4%	-$17.5K	0.04%	381
2025 Q4	$471K	Buy	3,893 +225	+6%	+$26.7K	0.05%	343
2025 Q3	$434K	Sell	3,668 -268	-7%	-$30.7K	0.05%	346
2025 Q2	$428K	Sell	3,936 -2	-0.1%	-$205	0.05%	354
2025 Q1	$389K	Buy	3,938 +86	+2%	+$9.33K	0.04%	400
2024 Q4	$432K	Buy	3,852 +352	+10%	+$37.6K	0.05%	382
2024 Q3	$351K	Sell	3,500 -100	-3%	-$9.35K	0.04%	444
2024 Q2	$328K	Buy	3,600 +818	+29%	+$72.7K	0.04%	428
2024 Q1	$256K	Sell	2,782 -620	-18%	-$55.2K	0.03%	495
2023 Q4	$294K	Sell	3,402 -158	-4%	-$13.1K	0.04%	463
2023 Q3	$287K	Buy	3,560 +100	+3%	+$8.45K	0.04%	471
2023 Q2	$294K	Buy	3,460 +772	+29%	+$59.1K	0.04%	472
2023 Q1	$201K	Buy	+2,688	New	+$193K	0.03%	584
2022 Q4	–	Sell	-3,096	Closed	-$220K	–	667
2022 Q3	$220K	Buy	3,096 +1,106	+56%	+$86.5K	0.03%	524
2022 Q2	$137K	Buy	+1,990	New	+$157K	0.02%	744
2021 Q1	–	Sell	-2,940	Closed	-$236K	–	685
2020 Q4	$236K	Sell	2,940 -2,030	-41%	-$157K	0.03%	514
2020 Q3	$365K	Buy	+4,970	New	+$352K	0.06%	331
2019 Q2	–	Sell	-1,048	Closed	-$60K	–	1876
2019 Q1	$60K	Hold	1,048	–	–	0.01%	878
2018 Q4	$52K	Buy	1,048 +2	+0.2%	+$106	0.01%	883
2018 Q3	$61K	Sell	1,046 -20	-2%	-$1.14K	0.01%	927
2018 Q2	$58K	Hold	1,066	–	–	0.01%	921
2018 Q1	$54K	Buy	1,066 +2	+0.2%	+$104	0.01%	926
2017 Q4	$53K	Buy	+1,064	New	+$50.1K	0.01%	932

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

SeaCrest Wealth Management's XLY Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.9% in Q2 2026, selling an estimated $25.7K and leaving 3,523 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #335.

SeaCrest Wealth Management first reported a position in XLY in Q4 2017 and has held it in 24 quarters since. The position peaked at $471K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

SeaCrest Wealth Management held 3,523 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $413K as of Q2 2026.
SeaCrest Wealth Management sold 220 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $25.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of SeaCrest Wealth Management's portfolio in Q2 2026, its #335 holding.
SeaCrest Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 24 quarters since.
SeaCrest Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $471K in Q4 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.