Flagship Wealth Advisors’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
Q1
$113K Sell
521
-1,295
-71% -$151K 0.05% 137
2025
Q4
$217K Hold
1,816
0.06% 119
2025
Q3
$218K Sell
1,816
-26
-1% -$2.98K 0.07% 111
2025
Q2
$200K Hold
1,842
0.08% 116
2025
Q1
$182K Hold
1,842
0.08% 116
2024
Q4
$207K Buy
+1,842
New +$197K 0.12% 93

Other funds holding XLY

Flagship Wealth Advisors's XLY Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 71% in Q1 2026, selling an estimated $151K and leaving 521 shares worth $113K. The position accounts for 0.05% of the portfolio, ranked #137.

Flagship Wealth Advisors first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $218K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Flagship Wealth Advisors held 521 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $113K as of Q1 2026.
  • Flagship Wealth Advisors sold 1,295 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $151K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Flagship Wealth Advisors's portfolio in Q1 2026, its #137 holding.
  • Flagship Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $218K in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.