HB Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

HB Wealth 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	$4.36M	Sell	37,162 -628	-2%	-$73.3K	0.02%	300
2026 Q1	$4.12M	Buy	37,790 +441	+1%	+$51.5K	0.03%	285
2025 Q4	$4.46M	Buy	37,349 +857	+2%	+$102K	0.03%	270
2025 Q3	$4.37M	Buy	36,492 +18,000	+97%	+$2.06M	0.03%	269
2025 Q2	$2.01M	Sell	18,492 -6,520	-26%	-$667K	0.02%	374
2025 Q1	$2.47M	Buy	25,012 +3,762	+18%	+$408K	0.02%	344
2024 Q4	$2.38M	Sell	21,250 -508	-2%	-$54.3K	0.02%	258
2024 Q3	$2.18M	Buy	21,758 +560	+3%	+$52.3K	0.02%	264
2024 Q2	$1.93M	Buy	21,198 +6,208	+41%	+$552K	0.02%	270
2024 Q1	$1.38M	Buy	14,990 +106	+0.7%	+$9.44K	0.02%	301
2023 Q4	$1.33M	Buy	14,884 +448	+3%	+$37.1K	0.02%	282
2023 Q3	$1.16M	Sell	14,436 -104	-0.7%	-$8.79K	0.02%	280
2023 Q2	$1.23M	Sell	14,540 -772	-5%	-$59.1K	0.02%	268
2023 Q1	$1.14M	Sell	15,312 -600	-4%	-$43K	0.02%	266
2022 Q4	$1.03M	Sell	15,912 -2,370	-13%	-$165K	0.02%	278
2022 Q3	$1.3M	Sell	18,282 -1,050	-5%	-$82.2K	0.03%	223
2022 Q2	$1.33M	Sell	19,332 -330	-2%	-$26K	0.03%	216
2022 Q1	$1.82M	Buy	19,662 +544	+3%	+$49.8K	0.03%	195
2021 Q4	$1.95M	Buy	+19,118	New	+$1.9M	0.04%	164

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

HB Wealth Management's XLY Position: Q2 2026 in Review

HB Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.7% in Q2 2026, selling an estimated $73.3K and leaving 37,162 shares worth $4.36M. The position accounts for 0.02% of the portfolio, ranked #300.

HB Wealth Management first reported a position in XLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.46M in Q4 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

HB Wealth Management held 37,162 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.36M as of Q2 2026.
HB Wealth Management sold 628 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $73.3K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #300 holding.
HB Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
HB Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.46M in Q4 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.