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AAFMAA Wealth Management & Trust’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

AAFMAA Wealth Management & Trust’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 		$2.72M Buy
23,155
+1,125
+5% +$131K 0.95% 24
2026
Q1 		$2.4M Buy
22,030
+1,733
+9% +$203K 0.93% 24
2025
Q4 		$2.42M Sell
20,297
-103
-0.5% -$12.2K 0.95% 23
2025
Q3 		$2.44M Buy
20,400
+244
+1% +$27.9K 0.97% 24
2025
Q2 		$2.19M Buy
20,156
+30
+0.1% +$3.07K 0.91% 29
2025
Q1 		$1.99M Buy
20,126
+11,638
+137% +$1.26M 0.9% 27
2024
Q4 		$952K Buy
8,488
+128
+2% +$13.7K 0.42% 59
2024
Q3 		$838K Buy
8,360
+5,198
+164% +$486K 0.37% 60
2024
Q2 		$288K Buy
+3,162
New +$281K 0.14% 72

Other funds holding XLY

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

AAFMAA Wealth Management & Trust's XLY Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.1% in Q2 2026, buying an estimated $131K and bringing the position to 23,155 shares worth $2.72M. The position accounts for 0.95% of the portfolio, ranked #24.

AAFMAA Wealth Management & Trust first reported a position in XLY in Q2 2024 and has held it in 9 quarters since. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 23,155 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.72M as of Q2 2026.
  • AAFMAA Wealth Management & Trust bought 1,125 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $131K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.95% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #24 holding.
  • AAFMAA Wealth Management & Trust first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • 421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.