Fountainhead AM’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Fountainhead AM’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	–	Sell	-54	Closed	-$5.9K	–	249
2026 Q1	$5.9K	Hold	54	–	–	0.01%	194
2025 Q4	$6.45K	Sell	54 -2,354	-98%	-$279K	0.01%	141
2025 Q3	$289K	Buy	2,408 +8	+0.3%	+$915	0.04%	175
2025 Q2	$261K	Sell	2,400 -316	-12%	-$32.3K	0.04%	173
2025 Q1	$268K	Buy	2,716 +374	+16%	+$40.6K	0.04%	147
2024 Q4	$263K	Sell	2,342 -138	-6%	-$14.8K	0.05%	138
2024 Q3	$248K	Buy	2,480 +94	+4%	+$8.79K	0.05%	122
2024 Q2	$218K	Sell	2,386 -194	-8%	-$17.2K	0.05%	127
2024 Q1	$237K	Buy	+2,580	New	+$230K	0.06%	117
2022 Q2	–	Sell	-2,438	Closed	-$225K	–	78
2022 Q1	$225K	Sell	2,438 -92	-4%	-$8.43K	0.1%	64
2021 Q4	$259K	Buy	+2,530	New	+$252K	0.11%	62

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fountainhead AM's XLY Position: Q2 2026 in Review

Fountainhead AM sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 54 shares — an estimated $5.9K sold.

Fountainhead AM first reported a position in XLY in Q4 2021 and held it in 11 quarters. The position peaked at $289K in Q3 2025. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Fountainhead AM reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Fountainhead AM sold 54 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $5.9K.
Fountainhead AM first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 11 quarters.
Fountainhead AM's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $289K in Q3 2025.
1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.