FWL Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

FWL Investment Management’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	$22.7K	Sell	194 -732	-79%	-$85.4K	﹤0.01%	254
2026 Q1	$101K	Buy	926 +284	+44%	+$33.2K	0.02%	134
2025 Q4	$76.6K	Buy	642 +112	+21%	+$13.3K	0.02%	131
2025 Q3	$63.6K	Sell	530 -282	-35%	-$32.3K	0.02%	136
2025 Q2	$88.3K	Buy	812 +62	+8%	+$6.34K	0.03%	125
2025 Q1	$74K	Buy	750 +748	+37,400%	+$81.1K	0.03%	127
2024 Q4	$224	Hold	2	–	–	﹤0.01%	305
2024 Q3	$200	Hold	2	–	–	﹤0.01%	292
2024 Q2	$182	Hold	2	–	–	﹤0.01%	234
2024 Q1	$184	Hold	2	–	–	﹤0.01%	223
2023 Q4	$179	Hold	2	–	–	﹤0.01%	228
2023 Q3	$161	Buy	+2	New	+$169	﹤0.01%	187
2023 Q2	–	Sell	-142	Closed	-$10.6K	–	82
2023 Q1	$10.6K	Buy	+142	New	+$10.2K	0.01%	65
2022 Q4	–	Sell	-760	Closed	-$54K	–	195
2022 Q3	$54K	Buy	+760	New	+$59.5K	0.05%	43

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

FWL Investment Management's XLY Position: Q2 2026 in Review

FWL Investment Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 79% in Q2 2026, selling an estimated $85.4K and leaving 194 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

FWL Investment Management first reported a position in XLY in Q3 2022 and has held it in 14 quarters since. The position peaked at $101K in Q1 2026. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

FWL Investment Management held 194 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $22.7K as of Q2 2026.
FWL Investment Management sold 732 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $85.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #254 holding.
FWL Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2022 and has held it in 14 quarters since.
FWL Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $101K in Q1 2026.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.