Stonehaven Wealth & Tax Solutions’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$229K	Buy	1,954 +106	+6%	+$12.4K	0.18%	78
2026 Q1	$201K	Buy	+1,848	New	+$216K	0.18%	78
2025 Q4	–	Sell	-2,074	Closed	-$249K	–	102
2025 Q3	$249K	Sell	2,074 -4	-0.2%	-$458	0.23%	65
2025 Q2	$226K	Sell	2,078 -4	-0.2%	-$409	0.22%	70
2025 Q1	$206K	Sell	2,082 -258	-11%	-$28K	0.22%	66
2024 Q4	$262K	Buy	+2,340	New	+$250K	0.29%	69

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

Stonehaven Wealth & Tax Solutions's XLY Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.7% in Q2 2026, buying an estimated $12.4K and bringing the position to 1,954 shares worth $229K. The position accounts for 0.18% of the portfolio, ranked #78.

Stonehaven Wealth & Tax Solutions first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $262K in Q4 2024. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 1,954 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $229K as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 106 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $12.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.18% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #78 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Stonehaven Wealth & Tax Solutions's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $262K in Q4 2024.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.