Trifecta Capital Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Trifecta Capital Advisors’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	$281K	Hold	2,400	–	–	0.04%	93
2026 Q1	$262K	Hold	2,400	–	–	0.04%	89
2025 Q4	$287K	Hold	2,400	–	–	0.04%	87
2025 Q3	$288K	Hold	2,400	–	–	0.04%	87
2025 Q2	$261K	Hold	2,400	–	–	0.04%	89
2025 Q1	$237K	Hold	2,400	–	–	0.05%	72
2024 Q4	$269K	Hold	2,400	–	–	0.05%	74
2024 Q3	$240K	Hold	2,400	–	–	0.05%	75
2024 Q2	$219K	Hold	2,400	–	–	0.05%	77
2024 Q1	$221K	Sell	2,400 -66	-3%	-$5.88K	0.05%	78
2023 Q4	$220K	Buy	2,466 +66	+3%	+$5.47K	0.06%	80
2023 Q3	$193K	Hold	2,400	–	–	0.06%	81
2023 Q2	$204K	Hold	2,400	–	–	0.07%	82
2023 Q1	$179K	Buy	+2,400	New	+$172K	0.06%	88

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

Trifecta Capital Advisors's XLY Position: Q2 2026 in Review

Trifecta Capital Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,400 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #93.

Trifecta Capital Advisors first reported a position in XLY in Q1 2023 and has held it in 14 quarters since. The position peaked at $288K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Trifecta Capital Advisors held 2,400 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $281K as of Q2 2026.
Trifecta Capital Advisors 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 0.04% of Trifecta Capital Advisors's portfolio in Q2 2026, its #93 holding.
Trifecta Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Trifecta Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $288K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.