Beaird Harris Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Beaird Harris Wealth Management’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	$7.74K	Hold	66	–	–	﹤0.01%	413
2026 Q1	$7.19K	Hold	66	–	–	﹤0.01%	384
2025 Q4	$7.88K	Hold	66	–	–	﹤0.01%	412
2025 Q3	$7.91K	Hold	66	–	–	﹤0.01%	398
2025 Q2	$7.17K	Hold	66	–	–	﹤0.01%	400
2025 Q1	$6.52K	Hold	66	–	–	﹤0.01%	369
2024 Q4	$7.4K	Sell	66 -5,278	-99%	-$564K	﹤0.01%	361
2024 Q3	$535K	Buy	5,344 +5,278	+7,997%	+$493K	0.05%	85
2024 Q2	$6.02K	Buy	+66	New	+$5.86K	﹤0.01%	430

Other funds holding XLY

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return