AWE
XLY icon

Avidian Wealth Enterprises’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$1.78M Buy
16,372
+1
+0% +$115 0.05% 232
2026
Q2 		$1.92M Sell
16,371
-164
-1% -$19.1K 0.05% 218
2026
Q1 		$1.8M Buy
16,535
+562
+4% +$65.7K 0.06% 209
2025
Q4 		$1.91M Buy
15,973
+1
+0% +$119 0.07% 153
2025
Q3 		$1.91M Sell
15,972
-1,416
-8% -$162K 0.07% 145
2025
Q2 		$1.89M Buy
17,388
+106
+0.6% +$10.8K 0.08% 136
2025
Q1 		$1.71M Sell
17,282
-800
-4% -$86.8K 0.08% 137
2024
Q4 		$2.03M Sell
18,082
-1,084
-6% -$116K 0.09% 118
2024
Q3 		$1.92M Buy
19,166
+260
+1% +$24.3K 0.09% 119
2024
Q2 		$1.72M Buy
18,906
+2
+0% +$178 0.07% 131
2024
Q1 		$1.74M Sell
18,904
-360
-2% -$32.1K 0.08% 121
2023
Q4 		$1.72M Buy
19,264
+2,386
+14% +$198K 0.11% 118
2023
Q3 		$1.36M Sell
16,878
-312
-2% -$26.4K 0.1% 133
2023
Q2 		$1.46M Buy
17,190
+6,562
+62% +$502K 0.1% 140
2023
Q1 		$795K Buy
10,628
+246
+2% +$17.6K 0.04% 234
2022
Q4 		$670K Sell
10,382
-658
-6% -$45.9K 0.04% 234
2022
Q3 		$786K Sell
11,040
-1,222
-10% -$95.6K 0.06% 176
2022
Q2 		$843K Sell
12,262
-294
-2% -$23.2K 0.06% 184
2022
Q1 		$1.16M Sell
12,556
-1,610
-11% -$147K 0.07% 172
2021
Q4 		$1.45M Buy
14,166
+10,092
+248% +$1.01M 0.09% 144
2021
Q3 		$365K Sell
4,074
-224
-5% -$20.3K 0.03% 267
2021
Q2 		$384K Buy
4,298
+148
+4% +$12.9K 0.03% 268
2021
Q1 		$349K Buy
4,150
+602
+17% +$50.1K 0.03% 269
2020
Q4 		$285K Sell
3,548
-3,382
-49% -$261K 0.03% 261
2020
Q3 		$509K Sell
6,930
-13,354
-66% -$945K 0.06% 154
2020
Q2 		$1.29M Buy
+20,284
New +$1.2M 0.17% 79
2019
Q3 		– Sell
-4,296
Closed -$256K – 209
2019
Q2 		$256K Sell
4,296
-1,218
-22% -$71.3K 0.06% 126
2019
Q1 		$314K Sell
5,514
-798
-13% -$43.3K 0.07% 92
2018
Q4 		$312K Buy
6,312
+308
+5% +$16.3K 0.11% 64
2018
Q3 		$352K Sell
6,004
-4,542
-43% -$259K 0.11% 72
2018
Q2 		$576K Sell
10,546
-144
-1% -$7.61K 0.18% 48
2018
Q1 		$541K Sell
10,690
-4,126
-28% -$215K 0.18% 50
2017
Q4 		$731K Sell
14,816
-946
-6% -$44.5K 0.2% 39
2017
Q3 		$710K Sell
15,762
-216,612
-93% -$9.74M 0.27% 29
2017
Q2 		$10.4M Sell
232,374
-1,254
-0.5% -$56.2K 4.33% 7
2017
Q1 		$10.3M Sell
233,628
-274,250
-54% -$11.7M 3.94% 8
2016
Q4 		$20.7M Buy
507,878
+7,562
+2% +$305K 9% 3
2016
Q3 		$20M Sell
500,316
-19,530
-4% -$787K 8.12% 4
2016
Q2 		$20.3M Sell
519,846
-33,036
-6% -$1.3M 7.38% 3
2016
Q1 		$21.9M Sell
552,882
-219,390
-28% -$8.17M 11.73% 2
2015
Q4 		$30.2M Sell
772,272
-11,348
-1% -$450K 14.73% 2
2015
Q3 		$29.1M Sell
783,620
-23,866
-3% -$917K 18.18% 2
2015
Q2 		$30.9M Buy
807,486
+150,840
+23% +$5.77M 12.88% 3
2015
Q1 		$24.7M Buy
656,646
+44,962
+7% +$1.65M 10.47% 3
2014
Q4 		$22.1M Buy
611,684
+44,362
+8% +$1.52M 9.09% 3
2014
Q3 		$18.9M Buy
567,322
+7,296
+1% +$247K 7.4% 5
2014
Q2 		$18.7M Buy
560,026
+73,014
+15% +$2.37M 6.89% 6
2014
Q1 		$15.7M Buy
487,012
+346,128
+246% +$11.3M 8.92% 5
2013
Q4 		$4.47M Buy
+140,884
New +$4.48M 4.11% 9

Other funds holding XLY

AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Avidian Wealth Enterprises's XLY Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.01% in Q3 2026, buying an estimated $115 and bringing the position to 16,372 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #232.

Avidian Wealth Enterprises first reported a position in XLY in Q4 2013 and has held it in 49 quarters since. The position peaked at $30.9M in Q2 2015. 71 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

  • Avidian Wealth Enterprises held 16,372 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.78M as of Q3 2026.
  • Avidian Wealth Enterprises bought 1 State Street Consumer Discretionary Select Sector SPDR ETF share in Q3 2026, an estimated $115.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #232 holding.
  • Avidian Wealth Enterprises first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and has held it in 49 quarters since.
  • Avidian Wealth Enterprises's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $30.9M in Q2 2015.
  • 71 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.