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

Simplicity Wealth’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	$2.75M	Buy	23,476 +15,820	+207%	+$1.85M	0.09%	212
2026 Q1	$834K	Sell	7,656 -981	-11%	-$115K	0.05%	329
2025 Q4	$1.03M	Sell	8,637 -5,077	-37%	-$602K	0.06%	276
2025 Q3	$1.64M	Sell	13,714 -8,662	-39%	-$991K	0.1%	212
2025 Q2	$2.43M	Buy	22,376 +8,996	+67%	+$920K	0.1%	189
2025 Q1	$1.32M	Buy	+13,380	New	+$1.45M	0.1%	207
2024 Q4	–	Sell	-8,478	Closed	-$849K	–	527
2024 Q3	$849K	Sell	8,478 -4,494	-35%	-$420K	0.08%	222
2024 Q2	$1.18M	Sell	12,972 -41,264	-76%	-$3.67M	0.03%	485
2024 Q1	$4.99M	Buy	54,236 +49,188	+974%	+$4.38M	0.12%	174
2023 Q4	$451K	Buy	+5,048	New	+$418K	0.17%	107
2022 Q4	–	Sell	-13,298	Closed	-$947K	–	102
2022 Q3	$947K	Buy	13,298 +54	+0.4%	+$4.22K	1.27%	30
2022 Q2	$910K	Sell	13,244 -10,588	-44%	-$834K	1.33%	27
2022 Q1	$2.2M	Sell	23,832 -31,438	-57%	-$2.88M	2.14%	19
2021 Q4	$5.65M	Buy	+55,270	New	+$5.51M	3.05%	10

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

Simplicity Wealth's XLY Position: Q2 2026 in Review

Simplicity Wealth increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 207% in Q2 2026, buying an estimated $1.85M and bringing the position to 23,476 shares worth $2.75M. The position accounts for 0.09% of the portfolio, ranked #212.

Simplicity Wealth first reported a position in XLY in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.65M in Q4 2021. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Simplicity Wealth held 23,476 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.75M as of Q2 2026.
Simplicity Wealth bought 15,820 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.85M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Simplicity Wealth's portfolio in Q2 2026, its #212 holding.
Simplicity Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
Simplicity Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.65M in Q4 2021.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.