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

SteelPeak 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	$11.6M	Buy	99,008 +96,877	+4,546%	+$11.3M	0.3%	77
2026 Q1	$232K	Sell	2,131 -22,192	-91%	-$2.59M	0.01%	506
2025 Q4	$2.9M	Buy	24,323 +1,855	+8%	+$220K	0.09%	156
2025 Q3	$2.69M	Buy	22,468 +18,108	+415%	+$2.07M	0.09%	175
2025 Q2	$474K	Sell	4,360 -1,848	-30%	-$189K	0.02%	365
2025 Q1	$613K	Sell	6,208 -630	-9%	-$68.3K	0.03%	318
2024 Q4	$767K	Sell	6,838 -15,192	-69%	-$1.62M	0.03%	282
2024 Q3	$2.21M	Buy	22,030 +6,562	+42%	+$613K	0.1%	161
2024 Q2	$1.41M	Sell	15,468 -700	-4%	-$62.2K	0.07%	194
2024 Q1	$1.49M	Sell	16,168 -16,820	-51%	-$1.5M	0.07%	190
2023 Q4	$2.95M	Sell	32,988 -31,710	-49%	-$2.63M	0.17%	105
2023 Q3	$5.21M	Buy	64,698 +40,160	+164%	+$3.4M	0.33%	69
2023 Q2	$2.08M	Sell	24,538 -768	-3%	-$58.8K	0.12%	116
2023 Q1	$1.89M	Sell	25,306 -37,744	-60%	-$2.71M	0.13%	118
2022 Q4	$4.07M	Buy	63,050 +28,720	+84%	+$2M	0.3%	74
2022 Q3	$2.44M	Buy	34,330 +20,348	+146%	+$1.59M	0.18%	102
2022 Q2	$961K	Sell	13,982 -134	-0.9%	-$10.6K	0.07%	173
2022 Q1	$1.31M	Sell	14,116 -6,428	-31%	-$589K	0.07%	156
2021 Q4	$2.1M	Buy	20,544 +5,656	+38%	+$563K	0.12%	117
2021 Q3	$1.34M	Buy	14,888 +176	+1%	+$16K	0.09%	137
2021 Q2	$1.31M	Sell	14,712 -504	-3%	-$43.9K	0.09%	145
2021 Q1	$1.28M	Sell	15,216 -8	-0.1%	-$665	0.1%	135
2020 Q4	$1.22M	Buy	15,224 +684	+5%	+$52.7K	0.11%	139
2020 Q3	$1.07M	Sell	14,540 -390	-3%	-$27.6K	0.11%	136
2020 Q2	$953K	Buy	14,930 +116	+0.8%	+$6.84K	0.12%	122
2020 Q1	$726K	Sell	14,814 -3,744	-20%	-$221K	0.11%	122
2019 Q4	$1.16M	Buy	+18,558	New	+$1.13M	0.16%	112

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

SteelPeak Wealth's XLY Position: Q2 2026 in Review

SteelPeak Wealth increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4,546% in Q2 2026, buying an estimated $11.3M and bringing the position to 99,008 shares worth $11.6M. The position accounts for 0.3% of the portfolio, ranked #77.

SteelPeak Wealth first reported a position in XLY in Q4 2019 and has held it in 27 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

SteelPeak Wealth held 99,008 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $11.6M as of Q2 2026.
SteelPeak Wealth bought 96,877 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $11.3M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.3% of SteelPeak Wealth's portfolio in Q2 2026, its #77 holding.
SteelPeak Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.