Sowell Financial Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Sowell Financial Services’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	$2.72M	Buy	23,208 +1,969	+9%	+$230K	0.09%	243
2026 Q1	$2.31M	Buy	21,239 +1,341	+7%	+$157K	0.09%	254
2025 Q4	$2.38M	Sell	19,898 -872	-4%	-$103K	0.09%	242
2025 Q3	$2.49M	Sell	20,770 -246	-1%	-$28.2K	0.1%	234
2025 Q2	$2.28M	Sell	21,016 -3,920	-16%	-$401K	0.09%	224
2025 Q1	$2.46M	Buy	24,936 +1,194	+5%	+$129K	0.11%	190
2024 Q4	$2.66M	Buy	+23,742	New	+$2.54M	0.14%	159
2024 Q2	–	Sell	-24,790	Closed	-$2.28M	–	574
2024 Q1	$2.28M	Sell	24,790 -6,764	-21%	-$602K	0.11%	203
2023 Q4	$2.82M	Buy	31,554 +6,634	+27%	+$549K	0.15%	157
2023 Q3	$2.01M	Sell	24,920 -1,440	-5%	-$122K	0.13%	184
2023 Q2	$2.24M	Buy	26,360 +864	+3%	+$66.2K	0.12%	189
2023 Q1	$1.91M	Sell	25,496 -132	-0.5%	-$9.46K	0.15%	164
2022 Q4	$1.66M	Buy	25,628 +520	+2%	+$36.3K	0.11%	222
2022 Q3	$1.79M	Buy	+25,108	New	+$1.96M	0.18%	152
2022 Q1	–	Sell	-66,974	Closed	-$6.85M	–	535
2021 Q4	$6.85M	Buy	+66,974	New	+$6.67M	0.39%	54
2021 Q2	–	Sell	-34,946	Closed	-$3.08M	–	2775
2021 Q1	$3.08M	Buy	34,946 +5,394	+18%	+$449K	0.11%	181
2020 Q4	$2.38M	Sell	29,552 -1,424	-5%	-$110K	0.1%	181
2020 Q3	$2.28M	Sell	30,976 -11,484	-27%	-$813K	0.11%	163
2020 Q2	$2.71M	Buy	42,460 +18,152	+75%	+$1.07M	0.15%	131
2020 Q1	$1.19M	Sell	24,308 -12,610	-34%	-$745K	0.09%	223
2019 Q4	$2.31M	Sell	36,918 -22,132	-37%	-$1.35M	0.18%	121
2019 Q3	$3.56M	Buy	+59,050	New	+$3.56M	0.29%	71
2019 Q1	$1.82M	Buy	32,016 +2,084	+7%	+$113K	0.2%	113
2018 Q4	$1.48M	Buy	+29,932	New	+$1.58M	0.21%	106
2018 Q3	–	Sell	-22,462	Closed	-$1.26M	–	463
2018 Q2	$1.26M	Buy	22,462 +2,686	+14%	+$142K	0.27%	86
2018 Q1	$1.02M	Buy	19,776 +6,010	+44%	+$313K	0.25%	93
2017 Q4	$721K	Sell	13,766 -86	-0.6%	-$4.05K	0.18%	121
2017 Q3	$637K	Buy	13,852 +336	+2%	+$15.1K	0.17%	117
2017 Q2	$617K	Sell	13,516 -5,040	-27%	-$226K	0.18%	115
2017 Q1	$832K	Sell	18,556 -2,078	-10%	-$89K	0.25%	92
2016 Q4	$895K	Buy	+20,634	New	+$833K	0.3%	82

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

Sowell Financial Services's XLY Position: Q2 2026 in Review

Sowell Financial Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.3% in Q2 2026, buying an estimated $230K and bringing the position to 23,208 shares worth $2.72M. The position accounts for 0.09% of the portfolio, ranked #243.

Sowell Financial Services first reported a position in XLY in Q4 2016 and has held it in 31 quarters since. The position peaked at $6.85M in Q4 2021. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Sowell Financial Services held 23,208 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.72M as of Q2 2026.
Sowell Financial Services bought 1,969 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $230K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Sowell Financial Services's portfolio in Q2 2026, its #243 holding.
Sowell Financial Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and has held it in 31 quarters since.
Sowell Financial Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.85M 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 Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.