Sovereign Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Sovereign Financial Group’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	$236K	Hold	2,009	–	–	0.04%	336
2026 Q1	$219K	Sell	2,009 -1,085	-35%	-$127K	0.04%	323
2025 Q4	$369K	Buy	+3,094	New	+$367K	0.06%	237

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

Sovereign Financial Group's XLY Position: Q2 2026 in Review

Sovereign Financial Group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,009 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #336.

Sovereign Financial Group first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $369K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Sovereign Financial Group held 2,009 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $236K as of Q2 2026.
Sovereign Financial Group 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 0.04% of Sovereign Financial Group's portfolio in Q2 2026, its #336 holding.
Sovereign Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Sovereign Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $369K 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 Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.