Beaird Harris 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
$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

Beaird Harris Wealth Management's XLY Position: Q2 2026 in Review

Beaird Harris Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 66 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Beaird Harris Wealth Management first reported a position in XLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $535K in Q3 2024. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Beaird Harris Wealth Management held 66 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $7.74K as of Q2 2026.
  • Beaird Harris Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #413 holding.
  • Beaird Harris Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • Beaird Harris Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $535K in Q3 2024.
  • 1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.