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Gladwyn Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Gladwyn Financial Advisors’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
-52
Closed -$5.67K – 85
2026
Q1 		$5.67K Sell
52
-199
-79% -$23.3K ﹤0.01% 80
2025
Q4 		$30K Buy
251
+1
+0.4% +$119 0.02% 69
2025
Q3 		$30K Buy
+250
New +$28.6K 0.02% 66

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

Gladwyn Financial Advisors's XLY Position: Q2 2026 in Review

Gladwyn Financial Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 52 shares — an estimated $5.67K sold.

Gladwyn Financial Advisors first reported a position in XLY in Q3 2025 and held it in 3 quarters. The position peaked at $30K in Q3 2025. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Gladwyn Financial Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Gladwyn Financial Advisors sold 52 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $5.67K.
  • Gladwyn Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • Gladwyn Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $30K 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 Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.