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

Signature Wealth Management 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	$521K	Hold	4,446	–	–	0.24%	75
2026 Q1	$485K	Hold	4,446	–	–	0.24%	72
2025 Q4	$531K	Hold	4,446	–	–	0.26%	67
2025 Q3	$533K	Hold	4,446	–	–	0.28%	64
2025 Q2	$483K	Sell	4,446 -400	-8%	-$40.9K	0.28%	66
2025 Q1	$478K	Sell	4,846 -1,268	-21%	-$138K	0.31%	60
2024 Q4	$686K	Sell	6,114 -460	-7%	-$49.2K	0.47%	44
2024 Q3	$659K	Hold	6,574	–	–	0.48%	49
2024 Q2	$600K	Sell	6,574 -100	-1%	-$8.88K	0.46%	50
2024 Q1	$614K	Sell	6,674 -28	-0.4%	-$2.49K	0.5%	46
2023 Q4	$599K	Hold	6,702	–	–	0.52%	44
2023 Q3	$539K	Hold	6,702	–	–	0.53%	43
2023 Q2	$569K	Sell	6,702 -220	-3%	-$16.8K	0.53%	46
2023 Q1	$518K	Sell	6,922 -5,774	-45%	-$414K	0.48%	51
2022 Q4	$820K	Buy	12,696 +1,056	+9%	+$73.6K	0.81%	36
2022 Q3	$829K	Hold	11,640	–	–	0.91%	28
2022 Q2	$800K	Sell	11,640 -2,280	-16%	-$180K	0.82%	33
2022 Q1	$1.29M	Hold	13,920	–	–	1.1%	23
2021 Q4	$1.42M	Hold	13,920	–	–	1.21%	22
2021 Q3	$1.25M	Hold	13,920	–	–	1.13%	24
2021 Q2	$1.24M	Hold	13,920	–	–	1.13%	23
2021 Q1	$1.17M	Hold	13,920	–	–	1.12%	25
2020 Q4	$1.12M	Buy	+13,920	New	+$1.07M	1.12%	23

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

Signature Wealth Management Partners's XLY Position: Q2 2026 in Review

Signature Wealth Management Partners held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 4,446 shares worth $521K. The position accounts for 0.24% of the portfolio, ranked #75.

Signature Wealth Management Partners first reported a position in XLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.42M in Q4 2021. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Signature Wealth Management Partners held 4,446 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $521K as of Q2 2026.
Signature Wealth Management Partners 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 0.24% of Signature Wealth Management Partners's portfolio in Q2 2026, its #75 holding.
Signature Wealth Management Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Signature Wealth Management Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.42M in Q4 2021.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.