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

Strategic Wealth Partners’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	$12.9K	Hold	110	–	–	﹤0.01%	862
2026 Q1	$12K	Hold	110	–	–	﹤0.01%	850
2025 Q4	$13.1K	Buy	+110	New	+$13K	﹤0.01%	815
2018 Q4	–	Sell	-176	Closed	-$10K	–	720
2018 Q3	$10K	Buy	176 +130	+283%	+$7.4K	0.01%	481
2018 Q2	$3K	Hold	46	–	–	﹤0.01%	679
2018 Q1	$2K	Buy	+46	New	+$2.4K	﹤0.01%	747

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

Strategic Wealth Partners's XLY Position: Q2 2026 in Review

Strategic Wealth Partners held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 110 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Strategic Wealth Partners first reported a position in XLY in Q1 2018 and has held it in 6 quarters since. The position peaked at $13.1K in Q4 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Strategic Wealth Partners held 110 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $12.9K as of Q2 2026.
Strategic Wealth Partners 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 ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #862 holding.
Strategic Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and has held it in 6 quarters since.
Strategic Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $13.1K in Q4 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.