Tower View Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Tower View Wealth Management’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	$23K	Hold	196	–	–	0.01%	124
2026 Q1	$21.3K	Buy	196 +1	+0.5%	+$117	0.01%	122
2025 Q4	$23.3K	Sell	195 -1	-0.5%	-$119	0.01%	105
2025 Q3	$23.5K	Hold	196	–	–	0.01%	105
2025 Q2	$21.3K	Hold	196	–	–	0.01%	119
2025 Q1	$19.3K	Sell	196 -16	-8%	-$1.74K	0.01%	105
2024 Q4	$23.9K	Buy	212 +18	+9%	+$1.93K	0.01%	99
2024 Q3	$19.5K	Hold	194	–	–	0.01%	109
2024 Q2	$17.7K	Hold	194	–	–	0.01%	110
2024 Q1	$17.8K	Hold	194	–	–	0.01%	116
2023 Q4	$17K	Buy	194 +2	+1%	+$166	0.01%	113
2023 Q3	$16K	Hold	192	–	–	0.01%	107
2023 Q2	$16K	Hold	192	–	–	0.01%	108
2023 Q1	$14K	Hold	192	–	–	0.01%	109
2022 Q4	$12K	Buy	192 +2	+1%	+$139	0.01%	116
2022 Q3	$14K	Hold	190	–	–	0.01%	110
2022 Q2	$13K	Hold	190	–	–	0.01%	110
2022 Q1	$18K	Hold	190	–	–	0.01%	132
2021 Q4	$19K	Hold	190	–	–	0.01%	134
2021 Q3	$17K	Buy	+190	New	+$17.3K	0.01%	146

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

Tower View Wealth Management's XLY Position: Q2 2026 in Review

Tower View Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 196 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #124.

Tower View Wealth Management first reported a position in XLY in Q3 2021 and has held it in 20 quarters since. The position peaked at $23.9K in Q4 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Tower View Wealth Management held 196 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $23K as of Q2 2026.
Tower View Wealth Management 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 Tower View Wealth Management's portfolio in Q2 2026, its #124 holding.
Tower View Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Tower View Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $23.9K in Q4 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.