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Graves Light Lenhart Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Graves Light Lenhart Wealth’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 		$346K Hold
2,949
– – 0.03% 150
2026
Q1 		$321K Hold
2,949
– – 0.03% 146
2025
Q4 		$352K Sell
2,949
-1
-0% -$119 0.04% 134
2025
Q3 		$353K Hold
2,950
– – 0.04% 134
2025
Q2 		$320K Hold
2,950
– – 0.04% 143
2025
Q1 		$291K Hold
2,950
– – 0.04% 146
2024
Q4 		$331K Sell
2,950
-696
-19% -$74.4K 0.04% 136
2024
Q3 		$365K Buy
3,646
+696
+24% +$65.1K 0.04% 133
2024
Q2 		$270K Sell
2,950
-476
-14% -$42.3K 0.03% 157
2024
Q1 		$315K Hold
3,426
– – 0.04% 145
2023
Q4 		$306K Hold
3,426
– – 0.04% 147
2023
Q3 		$275K Hold
3,426
– – 0.04% 145
2023
Q2 		$291K Hold
3,426
– – 0.04% 148
2023
Q1 		$256K Buy
+3,426
New +$246K 0.04% 142
2022
Q3 		– Sell
-1,894
Closed -$130K – 618
2022
Q2 		$130K Hold
1,894
– – 0.02% 206
2022
Q1 		$175K Sell
1,894
-34
-2% -$3.11K 0.02% 189
2021
Q4 		$197K Hold
1,928
– – 0.03% 194
2021
Q3 		$173K Sell
1,928
-646
-25% -$58.7K 0.03% 193
2021
Q2 		$230K Sell
2,574
-98
-4% -$8.53K 0.04% 167
2021
Q1 		$224K Hold
2,672
– – 0.04% 168
2020
Q4 		$215K Sell
2,672
-458
-15% -$35.3K 0.04% 162
2020
Q3 		$230K Buy
3,130
+2
+0.1% +$142 0.05% 143
2020
Q2 		$200K Buy
+3,128
New +$184K 0.05% 151

Other funds holding XLY

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
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Graves Light Lenhart Wealth's XLY Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,949 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #150.

Graves Light Lenhart Wealth first reported a position in XLY in Q2 2020 and has held it in 23 quarters since. The position peaked at $365K in Q3 2024. 235 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Graves Light Lenhart Wealth held 2,949 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $346K as of Q2 2026.
  • Graves Light Lenhart Wealth left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #150 holding.
  • Graves Light Lenhart Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2020 and has held it in 23 quarters since.
  • Graves Light Lenhart Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $365K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.