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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Hold	–	-$135K	–	693
2024 Q4	–	Hold	–	–	–	506
2024 Q3	–	Hold	–	–	–	473
2024 Q2	–	Hold	–	–	–	489
2024 Q1	–	Hold	–	-$107K	–	561
2023 Q4	–	Hold	–	–	–	420
2023 Q3	–	Hold	–	–	–	404

Other funds holding XLY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 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. 692 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.
692 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.