Fourth Dimension Wealth’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
$4.48M Buy
38,241
+600
+2% +$70K 1.42% 19
2026
Q1
$4.1M Buy
37,641
+2,576
+7% +$301K 1.56% 20
2025
Q4
$4.19M Buy
35,065
+513
+1% +$60.8K 1.53% 20
2025
Q3
$4.14M Buy
34,552
+1,514
+5% +$173K 1.58% 18
2025
Q2
$3.59M Buy
33,038
+4,480
+16% +$458K 1.52% 19
2025
Q1
$2.82M Buy
28,558
+2,856
+11% +$310K 1.36% 19
2024
Q4
$2.88M Buy
+25,702
New +$2.75M 1.5% 19

Other funds holding XLY

Fourth Dimension Wealth's XLY Position: Q2 2026 in Review

Fourth Dimension Wealth increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.6% in Q2 2026, buying an estimated $70K and bringing the position to 38,241 shares worth $4.48M. The position accounts for 1.42% of the portfolio, ranked #19.

Fourth Dimension Wealth first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Fourth Dimension Wealth held 38,241 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.48M as of Q2 2026.
  • Fourth Dimension Wealth bought 600 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $70K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 1.42% of Fourth Dimension Wealth's portfolio in Q2 2026, its #19 holding.
  • Fourth Dimension 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.
  • 1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.