Ducere 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
$702K Sell
5,986
-932
-13% -$109K 0.21% 73
2026
Q1
$754K Sell
6,918
-11
-0.2% -$1.29K 0.3% 56
2025
Q4
$827K Buy
+6,929
New +$822K 0.32% 57

Other funds holding XLY

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

Ducere Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 13% in Q2 2026, selling an estimated $109K and leaving 5,986 shares worth $702K. The position accounts for 0.21% of the portfolio, ranked #73.

Ducere Wealth Management first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $827K in Q4 2025. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Ducere Wealth Management held 5,986 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $702K as of Q2 2026.
  • Ducere Wealth Management sold 932 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $109K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.21% of Ducere Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Ducere Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Ducere Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $827K 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 Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.