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

Balance Wealth’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 		$362K Buy
+3,083
New +$360K 0.1% 115

Other funds holding XLY

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

Balance Wealth's XLY Position: Q2 2026 in Review

Balance Wealth opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 3,083 shares worth $362K. The stake represents 0.1% of the portfolio and ranks #115 among its holdings.

421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Balance Wealth held 3,083 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $362K as of Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new Balance Wealth position in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Balance Wealth's portfolio in Q2 2026, its #115 holding.
  • 421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.