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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$106K Hold
905
0.02% 123
2026
Q1
$98.6K Buy
+905
New +$106K 0.03% 127

Other funds holding XLY

Acumen Wealth Advisors's XLY Position: Q2 2026 in Review

Acumen Wealth Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 905 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #123.

Acumen Wealth Advisors first reported a position in XLY in Q1 2026 and has held it in 2 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Acumen Wealth Advisors held 905 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $106K as of Q2 2026.
  • Acumen Wealth 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 0.02% of Acumen Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • Acumen Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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