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Founders Grove Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Founders Grove Wealth Partners’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 		$2.13M Sell
18,147
-462
-2% -$53.9K 0.42% 53
2026
Q1 		$2.03M Sell
18,609
-1,849
-9% -$216K 0.46% 49
2025
Q4 		$2.44M Sell
20,458
-92
-0.4% -$10.9K 0.55% 42
2025
Q3 		$2.46M Sell
20,550
-134
-0.6% -$15.3K 0.58% 42
2025
Q2 		$2.25M Buy
20,684
+590
+3% +$60.3K 0.56% 42
2025
Q1 		$1.98M Buy
20,094
+466
+2% +$50.5K 0.55% 46
2024
Q4 		$2.2M Buy
+19,628
New +$2.1M 0.64% 43

Other funds holding XLY

WA
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
TC
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
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
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

Founders Grove Wealth Partners's XLY Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.5% in Q2 2026, selling an estimated $53.9K and leaving 18,147 shares worth $2.13M. The position accounts for 0.42% of the portfolio, ranked #53.

Founders Grove Wealth Partners first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.46M in Q3 2025. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Founders Grove Wealth Partners held 18,147 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.13M as of Q2 2026.
  • Founders Grove Wealth Partners sold 462 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $53.9K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.42% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Founders Grove Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Founders Grove Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.46M in Q3 2025.
  • 421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.