Verus Capital Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Verus Capital 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	$2.7M	Buy	23,064 +1,764	+8%	+$206K	0.15%	103
2026 Q1	$2.32M	Buy	21,300 +1,288	+6%	+$151K	0.16%	97
2025 Q4	$2.39M	Buy	20,012 +1,262	+7%	+$150K	0.16%	91
2025 Q3	$2.25M	Buy	18,750 +6,742	+56%	+$772K	0.17%	73
2025 Q2	$1.3M	Buy	12,008 +2,898	+32%	+$296K	0.12%	114
2025 Q1	$899K	Buy	9,110 +3,440	+61%	+$373K	0.09%	143
2024 Q4	$636K	Buy	5,670 +1,276	+29%	+$136K	0.06%	174
2024 Q3	$440K	Buy	+4,394	New	+$411K	0.04%	215
2022 Q2	–	Sell	-2,548	Closed	-$214K	–	337
2022 Q1	$214K	Buy	+2,548	New	+$233K	0.03%	293
2020 Q1	$388K	Sell	7,918 -4,994	-39%	-$295K	0.12%	114
2019 Q4	$810K	Buy	+12,912	New	+$786K	0.27%	67

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

Verus Capital Partners's XLY Position: Q2 2026 in Review

Verus Capital Partners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 8.3% in Q2 2026, buying an estimated $206K and bringing the position to 23,064 shares worth $2.7M. The position accounts for 0.15% of the portfolio, ranked #103.

Verus Capital Partners first reported a position in XLY in Q4 2019 and has held it in 11 quarters since. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Verus Capital Partners held 23,064 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.7M as of Q2 2026.
Verus Capital Partners bought 1,764 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $206K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.15% of Verus Capital Partners's portfolio in Q2 2026, its #103 holding.
Verus Capital Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.