CDM Financial Counseling Services’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
$2.35M Sell
20,065
-1,849
-8% -$216K 2.03% 13
2026
Q1
$2.4M Buy
21,914
+470
+2% +$54.9K 2.3% 9
2025
Q4
$2.56M Buy
+21,444
New +$2.54M 2.4% 9

Other funds holding XLY

CDM Financial Counseling Services's XLY Position: Q2 2026 in Review

CDM Financial Counseling Services reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 8.4% in Q2 2026, selling an estimated $216K and leaving 20,065 shares worth $2.35M. The position accounts for 2.03% of the portfolio, ranked #13.

CDM Financial Counseling Services first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.56M in Q4 2025. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • CDM Financial Counseling Services held 20,065 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.35M as of Q2 2026.
  • CDM Financial Counseling Services sold 1,849 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $216K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 2.03% of CDM Financial Counseling Services's portfolio in Q2 2026, its #13 holding.
  • CDM Financial Counseling Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • CDM Financial Counseling Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.56M in Q4 2025.
  • 1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.