Guardian Wealth Advisors (North Carolina)’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
Sell
-461
Closed -$50.3K 619
2026
Q1
$50.3K Buy
+461
New +$53.9K ﹤0.01% 440
2025
Q3
Sell
-46
Closed -$5.06K 567
2025
Q2
$5.06K Sell
46
-302
-87% -$30.9K ﹤0.01% 509
2025
Q1
$34.4K Buy
348
+312
+867% +$33.8K ﹤0.01% 405
2024
Q4
$4.08K Sell
36
-24
-40% -$2.57K ﹤0.01% 471
2024
Q3
$6.04K Buy
60
+4
+7% +$374 ﹤0.01% 400
2024
Q2
$5.13K Sell
56
-380
-87% -$33.8K ﹤0.01% 389
2024
Q1
$40.1K Sell
436
-566
-56% -$50.4K ﹤0.01% 333
2023
Q4
$87K Sell
1,002
-32
-3% -$2.65K 0.01% 273
2023
Q3
$85.7K Buy
1,034
+4
+0.4% +$338 0.01% 265
2023
Q2
$87.5K Buy
1,030
+4
+0.4% +$306 0.02% 252
2023
Q1
$76.7K Sell
1,026
-154
-13% -$11K 0.01% 245
2022
Q4
$76.2K Hold
1,180
0.01% 232
2022
Q3
$84K Sell
1,180
-338
-22% -$26.4K 0.02% 217
2022
Q2
$104K Buy
1,518
+470
+45% +$37K 0.02% 202
2022
Q1
$97K Sell
1,048
-60
-5% -$5.5K 0.04% 172
2021
Q4
$113K Buy
+1,108
New +$110K 0.05% 155

Other funds holding XLY

Guardian Wealth Advisors (North Carolina)'s XLY Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 461 shares — an estimated $50.3K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XLY in Q4 2021 and held it in 16 quarters. The position peaked at $113K in Q4 2021. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 461 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $50.3K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 16 quarters.
  • Guardian Wealth Advisors (North Carolina)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $113K in Q4 2021.
  • 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.