Heartwood Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Heartwood Wealth 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 Q3	$1.28M	Buy	11,743 +8,437	+255%	+$970K	0.1%	92
2026 Q2	$388K	Sell	3,306 -8	-0.2%	-$934	0.03%	164
2026 Q1	$361K	Buy	3,314 +213	+7%	+$24.9K	0.03%	155
2025 Q4	$370K	Sell	3,101 -173	-5%	-$20.5K	0.03%	139
2025 Q3	$392K	Buy	3,274 +132	+4%	+$15.1K	0.04%	133
2025 Q2	$341K	Sell	3,142 -8	-0.3%	-$818	0.04%	137
2025 Q1	$311K	Sell	3,150 -980	-24%	-$106K	0.04%	135
2024 Q4	$463K	Sell	4,130 -70	-2%	-$7.49K	0.05%	98
2024 Q3	$421K	Sell	4,200 -10	-0.2%	-$935	0.05%	106
2024 Q2	$384K	Buy	4,210 +14	+0.3%	+$1.24K	0.05%	113
2024 Q1	$386K	Sell	4,196 -8,284	-66%	-$738K	0.05%	101
2023 Q4	$1.12M	Buy	12,480 +348	+3%	+$28.8K	0.15%	44
2023 Q3	$977K	Sell	12,132 -8	-0.1%	-$676	0.14%	49
2023 Q2	$1.03M	Sell	12,140 -76	-0.6%	-$5.82K	0.15%	48
2023 Q1	$913K	Sell	12,216 -576	-5%	-$41.3K	0.14%	51
2022 Q4	$826K	Buy	12,792 +2,522	+25%	+$176K	0.13%	52
2022 Q3	$731K	Sell	10,270 -240	-2%	-$18.8K	0.13%	53
2022 Q2	$722K	Buy	10,510 +460	+5%	+$36.2K	0.12%	51
2022 Q1	$930K	Sell	10,050 -2,132	-18%	-$195K	0.14%	48
2021 Q4	$1.25M	Sell	12,182 -376	-3%	-$37.5K	0.19%	40
2021 Q3	$1.13M	Buy	12,558 +158	+1%	+$14.4K	0.18%	42
2021 Q2	$1.11M	Sell	12,400 -3,900	-24%	-$340K	0.17%	42
2021 Q1	$1.37M	Sell	16,300 -20,626	-56%	-$1.72M	0.22%	39
2020 Q4	$2.97M	Sell	36,926 -1,266	-3%	-$97.6K	0.48%	31
2020 Q3	$2.81M	Sell	38,192 -212	-0.6%	-$15K	0.54%	30
2020 Q2	$2.45M	Sell	38,404 -40	-0.1%	-$2.36K	0.49%	28
2020 Q1	$1.89M	Buy	38,444 +4,108	+12%	+$243K	0.45%	31
2019 Q4	$2.15M	Buy	+34,336	New	+$2.09M	0.41%	36

Other funds holding XLY

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Heartwood Wealth Advisors's XLY Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 255% in Q3 2026, buying an estimated $970K and bringing the position to 11,743 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #92.

Heartwood Wealth Advisors first reported a position in XLY in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.97M in Q4 2020. 71 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Heartwood Wealth Advisors held 11,743 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.28M as of Q3 2026.
Heartwood Wealth Advisors bought 8,437 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $970K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #92 holding.
Heartwood Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 28 quarters since.
Heartwood Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.97M in Q4 2020.
71 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.