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

Abound 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	$11K	Buy	94 +16	+21%	+$1.87K	﹤0.01%	458
2026 Q1	$8.5K	Hold	78	–	–	﹤0.01%	590
2025 Q4	$9.31K	Sell	78 -120	-61%	-$14.2K	﹤0.01%	521
2025 Q3	$23.6K	Hold	198	–	–	0.01%	323
2025 Q2	$21.4K	Hold	198	–	–	0.01%	316
2025 Q1	$19.5K	Buy	198 +78	+65%	+$8.46K	0.01%	297
2024 Q4	$13.4K	Hold	120	–	–	﹤0.01%	346
2024 Q3	$11.9K	Hold	120	–	–	﹤0.01%	383
2024 Q2	$10.9K	Sell	120 -44	-27%	-$3.91K	﹤0.01%	352
2024 Q1	$15.1K	Buy	164 +44	+37%	+$3.92K	0.01%	303
2023 Q4	$10.7K	Sell	120 -194	-62%	-$16.1K	﹤0.01%	358
2023 Q3	$25.3K	Sell	314 -36	-10%	-$3.04K	0.01%	190
2023 Q2	$29.7K	Buy	350 +156	+80%	+$11.9K	0.01%	177
2023 Q1	$14.5K	Hold	194	–	–	0.01%	248
2022 Q4	$12.5K	Hold	194	–	–	0.01%	231
2022 Q3	$13.8K	Hold	194	–	–	0.01%	241
2022 Q2	$13.3K	Buy	+194	New	+$15.3K	0.01%	91

Other funds holding XLY

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return