CCG 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
$557K Sell
4,753
-92
-2% -$10.7K 0.13% 85
2026
Q1
$528K Buy
+4,845
New +$566K 0.14% 83

Other funds holding XLY

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

CCG Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.9% in Q2 2026, selling an estimated $10.7K and leaving 4,753 shares worth $557K. The position accounts for 0.13% of the portfolio, ranked #85.

CCG Wealth Management first reported a position in XLY in Q1 2026 and has held it in 2 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • CCG Wealth Management held 4,753 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $557K as of Q2 2026.
  • CCG Wealth Management sold 92 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $10.7K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.13% of CCG Wealth Management's portfolio in Q2 2026, its #85 holding.
  • CCG Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.