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

TritonPoint Wealth’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	$3.36M	Sell	28,654 -4,607	-14%	-$538K	0.33%	74
2026 Q1	$3.62M	Sell	33,261 -126	-0.4%	-$14.7K	0.39%	65
2025 Q4	$3.99M	Sell	33,387 -537	-2%	-$63.7K	0.4%	60
2025 Q3	$4.06M	Sell	33,924 -12	-0%	-$1.37K	0.35%	75
2025 Q2	$3.69M	Sell	33,936 -1,288	-4%	-$132K	0.34%	78
2025 Q1	$3.48M	Sell	35,224 -290	-0.8%	-$31.4K	0.33%	80
2024 Q4	$3.98M	Sell	35,514 -124	-0.3%	-$13.3K	0.36%	75
2024 Q3	$3.58M	Buy	35,638 +786	+2%	+$73.5K	0.33%	83
2024 Q2	$3.18M	Sell	34,852 -2,910	-8%	-$259K	0.31%	83
2024 Q1	$2.99M	Buy	37,762 +1,886	+5%	+$168K	0.31%	78
2023 Q4	$3.21M	Buy	+35,876	New	+$2.97M	0.31%	80

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

TritonPoint Wealth's XLY Position: Q2 2026 in Review

TritonPoint Wealth reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 14% in Q2 2026, selling an estimated $538K and leaving 28,654 shares worth $3.36M. The position accounts for 0.33% of the portfolio, ranked #74.

TritonPoint Wealth first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.06M in Q3 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

TritonPoint Wealth held 28,654 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.36M as of Q2 2026.
TritonPoint Wealth sold 4,607 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $538K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.33% of TritonPoint Wealth's portfolio in Q2 2026, its #74 holding.
TritonPoint Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.06M in Q3 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.