Foster Victor 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
Q2
$300K Hold
2,592
0.02% 214
2026
Q1
$302K Hold
2,592
0.02% 208
2025
Q4
$317K Hold
2,592
0.02% 195
2025
Q3
$308K Hold
2,592
0.02% 176
2025
Q2
$284K Buy
2,592
+322
+14% +$32.9K 0.02% 169
2025
Q1
$215K Buy
2,270
+194
+9% +$21K 0.02% 181
2024
Q4
$238K Sell
2,076
-24
-1% -$2.57K 0.02% 173
2024
Q3
$208K Buy
2,100
+24
+1% +$2.24K 0.02% 185
2024
Q2
$202K Buy
+2,076
New +$184K 0.02% 186
2022
Q1
Sell
-2,124
Closed -$214K 153
2021
Q4
$214K Buy
+2,124
New +$212K 0.03% 132

Other funds holding XLY

Foster Victor Wealth Advisors's XLY Position: Q2 2026 in Review

Foster Victor Wealth Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,592 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #214.

Foster Victor Wealth Advisors first reported a position in XLY in Q4 2021 and has held it in 10 quarters since. The position peaked at $317K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Foster Victor Wealth Advisors held 2,592 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $300K as of Q2 2026.
  • Foster Victor Wealth Advisors 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 0.02% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #214 holding.
  • Foster Victor Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
  • Foster Victor Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $317K in Q4 2025.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.