Balboa Wealth Partners’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
$318K Sell
2,716
-357
-12% -$41.7K 0.04% 333
2026
Q1
$335K Buy
3,073
+411
+15% +$48K 0.06% 283
2025
Q4
$318K Sell
2,662
-252
-9% -$29.9K 0.05% 278
2025
Q3
$349K Buy
2,914
+208
+8% +$23.8K 0.06% 247
2025
Q2
$294K Sell
2,706
-228
-8% -$23.3K 0.06% 253
2025
Q1
$290K Buy
2,934
+8
+0.3% +$868 0.07% 205
2024
Q4
$328K Sell
2,926
-492
-14% -$52.6K 0.07% 196
2024
Q3
$342K Sell
3,418
-36
-1% -$3.37K 0.09% 175
2024
Q2
$315K Buy
3,454
+716
+26% +$63.6K 0.08% 184
2024
Q1
$252K Sell
2,738
-1,434
-34% -$128K 0.07% 188
2023
Q4
$373K Sell
4,172
-2,392
-36% -$198K 0.12% 135
2023
Q3
$528K Buy
6,564
+2,032
+45% +$172K 0.2% 94
2023
Q2
$385K Sell
4,532
-3,276
-42% -$251K 0.13% 137
2023
Q1
$584K Buy
7,808
+4,618
+145% +$331K 0.22% 90
2022
Q4
$206K Sell
3,190
-3,056
-49% -$213K 0.09% 205
2022
Q3
$445K Buy
+6,246
New +$489K 0.2% 97

Other funds holding XLY

Balboa Wealth Partners's XLY Position: Q2 2026 in Review

Balboa Wealth Partners reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 12% in Q2 2026, selling an estimated $41.7K and leaving 2,716 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #333.

Balboa Wealth Partners first reported a position in XLY in Q3 2022 and has held it in 16 quarters since. The position peaked at $584K in Q1 2023. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Balboa Wealth Partners held 2,716 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $318K as of Q2 2026.
  • Balboa Wealth Partners sold 357 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $41.7K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #333 holding.
  • Balboa Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $584K in Q1 2023.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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