Flywheel Private Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Flywheel Private Wealth’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	$411K	Hold	3,506	–	–	0.2%	58
2026 Q1	$382K	Hold	3,506	–	–	0.22%	60
2025 Q4	$419K	Hold	3,506	–	–	0.26%	45
2025 Q3	$420K	Hold	3,506	–	–	0.33%	44
2025 Q2	$381K	Sell	3,506 -690	-16%	-$70.6K	0.31%	47
2025 Q1	$414K	Sell	4,196 -264	-6%	-$28.6K	0.38%	41
2024 Q4	$500K	Buy	+4,460	New	+$477K	0.46%	38

Other funds holding XLY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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

Flywheel Private Wealth's XLY Position: Q2 2026 in Review

Flywheel Private Wealth held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 3,506 shares worth $411K. The position accounts for 0.2% of the portfolio, ranked #58.

Flywheel Private Wealth first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $500K in Q4 2024. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Flywheel Private Wealth held 3,506 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $411K as of Q2 2026.
Flywheel Private Wealth left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.2% of Flywheel Private Wealth's portfolio in Q2 2026, its #58 holding.
Flywheel Private Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Flywheel Private Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $500K in Q4 2024.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.