CWA Asset Management Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

CWA Asset Management Group’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	$1.45M	Sell	12,382 -179	-1%	-$20.9K	0.04%	343
2026 Q1	$1.37M	Sell	12,561 -7	-0.1%	-$818	0.05%	336
2025 Q4	$1.5M	Sell	12,568 -360	-3%	-$42.7K	0.05%	288
2025 Q3	$1.55M	Sell	12,928 -86	-0.7%	-$9.84K	0.06%	276
2025 Q2	$1.41M	Sell	13,014 -160	-1%	-$16.4K	0.06%	268
2025 Q1	$1.3M	Buy	13,174 +3,692	+39%	+$400K	0.06%	250
2024 Q4	$1.06M	Buy	9,482 +2,780	+41%	+$297K	0.05%	243
2024 Q3	$671K	Buy	+6,702	New	+$626K	0.04%	314
2024 Q1	$612K	Sell	6,652 -304	-4%	-$27.1K	0.04%	293
2023 Q4	$622K	Sell	6,956 -232	-3%	-$19.2K	0.04%	223
2023 Q3	$579K	Buy	7,188 +232	+3%	+$19.6K	0.04%	194
2023 Q2	$591K	Buy	6,956 +180	+3%	+$13.8K	0.04%	187
2023 Q1	$507K	Buy	+6,776	New	+$486K	0.04%	200

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CWA Asset Management Group's XLY Position: Q2 2026 in Review

CWA Asset Management Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.4% in Q2 2026, selling an estimated $20.9K and leaving 12,382 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #343.

CWA Asset Management Group first reported a position in XLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.55M in Q3 2025. 439 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

CWA Asset Management Group held 12,382 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.45M as of Q2 2026.
CWA Asset Management Group sold 179 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $20.9K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of CWA Asset Management Group's portfolio in Q2 2026, its #343 holding.
CWA Asset Management Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
CWA Asset Management Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.55M in Q3 2025.
439 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.