Atlantic Edge Private Wealth Management’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
$29.3K Hold
250
0.01% 303
2026
Q1
$27.2K Hold
250
0.01% 289
2025
Q4
$29.9K Sell
250
-450
-64% -$53.4K 0.01% 273
2025
Q3
$83.9K Hold
700
0.02% 178
2025
Q2
$76.1K Hold
700
0.02% 179
2025
Q1
$69.1K Sell
700
-20
-3% -$2.17K 0.02% 178
2024
Q4
$80.8K Sell
720
-166
-19% -$17.8K 0.03% 173
2024
Q3
$88.8K Buy
886
+166
+23% +$15.5K 0.03% 170
2024
Q2
$65.7K Sell
720
-130
-15% -$11.6K 0.02% 175
2024
Q1
$78.2K Sell
850
-300
-26% -$26.7K 0.03% 164
2023
Q4
$103K Buy
+1,150
New +$95.2K 0.04% 150

Other funds holding XLY

Atlantic Edge Private Wealth Management's XLY Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 250 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #303.

Atlantic Edge Private Wealth Management first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $103K in Q4 2023. 547 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 250 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $29.3K as of Q2 2026.
  • Atlantic Edge Private Wealth Management 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 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #303 holding.
  • Atlantic Edge Private Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $103K in Q4 2023.
  • 547 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.