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

CMH 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	$203K	Buy	+1,730	New	+$202K	0.03%	117
2026 Q1	–	Sell	-2,098	Closed	-$251K	–	120
2025 Q4	$251K	Sell	2,098 -136	-6%	-$16.1K	0.05%	51
2025 Q3	$268K	Sell	2,234 -346	-13%	-$39.6K	0.06%	53
2025 Q2	$280K	Buy	+2,580	New	+$264K	0.07%	50
2023 Q1	–	Sell	-76,968	Closed	-$4.97M	–	50
2022 Q4	$4.97M	Buy	+76,968	New	+$5.37M	1.6%	29

Other funds holding XLY

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

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

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

CMH Wealth Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,730 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #117 among its holdings. This is a return to the name: CMH Wealth Management previously reported a position in XLY as recently as Q4 2025.

CMH Wealth Management first reported a position in XLY in Q4 2022 and has held it in 5 quarters since. The position peaked at $4.97M in Q4 2022. 235 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

CMH Wealth Management held 1,730 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $203K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new CMH Wealth Management position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of CMH Wealth Management's portfolio in Q2 2026, its #117 holding.
CMH Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 5 quarters since.
CMH Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.97M in Q4 2022.
235 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.