Bullock 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
$1.55M Sell
13,167
-2,446
-16% -$286K 0.67% 28
2026
Q1
$1.71M Sell
15,613
-1,661
-10% -$194K 0.86% 20
2025
Q4
$2.06M Buy
17,274
+2,066
+14% +$245K 1.01% 15
2025
Q3
$1.83M Buy
15,208
+68
+0.4% +$7.78K 0.91% 18
2025
Q2
$1.65M Buy
15,140
+234
+2% +$23.9K 0.88% 20
2025
Q1
$1.49M Buy
14,906
+1,592
+12% +$173K 0.83% 19
2024
Q4
$1.49M Buy
13,314
+1,584
+14% +$169K 0.87% 17
2024
Q3
$1.17M Buy
11,730
+920
+9% +$86K 0.71% 23
2024
Q2
$989K Buy
10,810
+862
+9% +$76.6K 0.65% 25
2024
Q1
$908K Buy
+9,948
New +$886K 0.61% 31

Other funds holding XLY

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

Bullock Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 16% in Q2 2026, selling an estimated $286K and leaving 13,167 shares worth $1.55M. The position accounts for 0.67% of the portfolio, ranked #28.

Bullock Wealth Management first reported a position in XLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.06M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Bullock Wealth Management held 13,167 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.55M as of Q2 2026.
  • Bullock Wealth Management sold 2,446 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $286K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.67% of Bullock Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Bullock Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.06M in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.