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Global Wealth Strategies & Associates’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Global Wealth Strategies & Associates’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
-692
Closed -$75.4K – 493
2026
Q1 		$75.4K Sell
692
-104
-13% -$12.2K 0.02% 137
2025
Q4 		$95K Buy
796
+312
+64% +$37K 0.02% 105
2025
Q3 		$58K Buy
+484
New +$55.4K 0.01% 140
2025
Q2 		– Sell
-20
Closed -$1.98K – 481
2025
Q1 		$1.98K Buy
+20
New +$2.17K ﹤0.01% 382

Other funds holding XLY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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

Global Wealth Strategies & Associates's XLY Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 692 shares — an estimated $75.4K sold.

Global Wealth Strategies & Associates first reported a position in XLY in Q1 2025 and held it in 4 quarters. The position peaked at $95K in Q4 2025. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 692 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $75.4K.
  • Global Wealth Strategies & Associates first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2025 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $95K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.