FSM 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
$213K Buy
+1,814
New +$212K 0.02% 330
2026
Q1
Sell
-1,814
Closed -$217K 331
2025
Q4
$217K Sell
1,814
-82
-4% -$9.72K 0.03% 294
2025
Q3
$227K Hold
1,896
0.03% 290
2025
Q2
$207K Buy
+1,896
New +$194K 0.03% 272
2025
Q1
Sell
-1,896
Closed -$214K 221
2024
Q4
$214K Buy
+1,896
New +$203K 0.05% 178

Other funds holding XLY

FSM Wealth Advisors's XLY Position: Q2 2026 in Review

FSM Wealth Advisors opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,814 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #330 among its holdings. This is a return to the name: FSM Wealth Advisors previously reported a position in XLY as recently as Q4 2025.

FSM Wealth Advisors first reported a position in XLY in Q4 2024 and has held it in 5 quarters since. The position peaked at $227K in Q3 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • FSM Wealth Advisors held 1,814 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $213K as of Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new FSM Wealth Advisors position in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #330 holding.
  • FSM Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
  • FSM Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $227K in Q3 2025.
  • 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.