BCS 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
$364K Sell
3,102
-79
-2% -$9.22K 0.07% 212
2026
Q1
$347K Sell
3,181
-3,181
-50% -$372K 0.07% 194
2025
Q4
$760K Buy
6,362
+4,680
+278% +$555K 0.08% 181
2025
Q3
$202K Buy
+1,682
New +$192K 0.05% 244
2025
Q2
Sell
-2,866
Closed -$283K 280
2025
Q1
$283K Buy
2,866
+2
+0.1% +$217 0.07% 200
2024
Q4
$321K Hold
2,864
0.08% 194
2024
Q3
$287K Buy
2,864
+180
+7% +$16.8K 0.12% 132
2024
Q2
$245K Hold
2,684
0.12% 137
2024
Q1
$247K Buy
+2,684
New +$239K 0.08% 208

Other funds holding XLY

BCS Wealth Management's XLY Position: Q2 2026 in Review

BCS Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.5% in Q2 2026, selling an estimated $9.22K and leaving 3,102 shares worth $364K. The position accounts for 0.07% of the portfolio, ranked #212.

BCS Wealth Management first reported a position in XLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $760K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • BCS Wealth Management held 3,102 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $364K as of Q2 2026.
  • BCS Wealth Management sold 79 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $9.22K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of BCS Wealth Management's portfolio in Q2 2026, its #212 holding.
  • BCS Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
  • BCS Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $760K in Q4 2025.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.