Arkadios 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
$3.33M Sell
28,363
-3,306
-10% -$386K 0.05% 372
2026
Q1
$3.45M Buy
31,669
+909
+3% +$106K 0.06% 344
2025
Q4
$3.67M Buy
30,760
+1,668
+6% +$198K 0.07% 280
2025
Q3
$3.49M Buy
29,092
+720
+3% +$82.4K 0.08% 255
2025
Q2
$3.08M Buy
28,372
+1,216
+4% +$124K 0.09% 241
2025
Q1
$2.68M Buy
27,156
+7,728
+40% +$838K 0.1% 230
2024
Q4
$2.18M Buy
19,428
+1,336
+7% +$143K 0.12% 167
2024
Q3
$1.81M Buy
18,092
+2,284
+14% +$214K 0.1% 201
2024
Q2
$1.44M Buy
15,808
+10,612
+204% +$943K 0.1% 211
2024
Q1
$478K Sell
5,196
-916
-15% -$81.6K 0.04% 388
2023
Q4
$546K Sell
6,112
-566
-8% -$46.9K 0.05% 342
2023
Q3
$537K Buy
6,678
+332
+5% +$28.1K 0.05% 316
2023
Q2
$539K Buy
6,346
+258
+4% +$19.8K 0.06% 284
2023
Q1
$455K Sell
6,088
-170
-3% -$12.2K 0.05% 325
2022
Q4
$404K Buy
6,258
+24
+0.4% +$1.67K 0.05% 331
2022
Q3
$444K Buy
6,234
+32
+0.5% +$2.5K 0.07% 292
2022
Q2
$426K Buy
6,202
+1,008
+19% +$79.4K 0.06% 317
2022
Q1
$480K Sell
5,194
-1,494
-22% -$137K 0.06% 323
2021
Q4
$684K Sell
6,688
-584
-8% -$58.2K 0.09% 257
2021
Q3
$652K Sell
7,272
-6,600
-48% -$600K 0.09% 244
2021
Q2
$1.24M Sell
13,872
-190
-1% -$16.5K 0.15% 172
2021
Q1
$1.18M Buy
14,062
+1,788
+15% +$149K 0.19% 132
2020
Q4
$986K Buy
12,274
+11,208
+1,051% +$864K 0.21% 118
2020
Q3
$81.5K Sell
1,066
-42
-4% -$2.97K 0.04% 323
2020
Q2
$73.8K Buy
1,108
+74
+7% +$4.36K 0.04% 310
2020
Q1
$50.7K Sell
1,034
-2,122
-67% -$125K 0.03% 339
2019
Q4
$208K Buy
+3,156
New +$192K 0.12% 147

Other funds holding XLY

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

Arkadios Wealth Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 10% in Q2 2026, selling an estimated $386K and leaving 28,363 shares worth $3.33M. The position accounts for 0.05% of the portfolio, ranked #372.

Arkadios Wealth Advisors first reported a position in XLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.67M in Q4 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Arkadios Wealth Advisors held 28,363 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.33M as of Q2 2026.
  • Arkadios Wealth Advisors sold 3,306 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $386K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #372 holding.
  • Arkadios Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.67M in Q4 2025.
  • 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.