Hopwood Financial Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Hopwood Financial Services’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	$428K	Buy	3,653 +36	+1%	+$4.2K	0.25%	49
2026 Q1	$394K	Buy	3,617 +30	+0.8%	+$3.51K	0.27%	50
2025 Q4	$428K	Buy	3,587 +257	+8%	+$30.5K	0.3%	44
2025 Q3	$399K	Buy	3,330 +690	+26%	+$79K	0.27%	50
2025 Q2	$287K	Hold	2,640	–	–	0.22%	63
2025 Q1	$261K	Buy	2,640 +264	+11%	+$28.6K	0.2%	72
2024 Q4	$267K	Buy	+2,376	New	+$254K	0.2%	66

Other funds holding XLY

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Hopwood Financial Services's XLY Position: Q2 2026 in Review

Hopwood Financial Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1% in Q2 2026, buying an estimated $4.2K and bringing the position to 3,653 shares worth $428K. The position accounts for 0.25% of the portfolio, ranked #49.

Hopwood Financial Services first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $428K in Q4 2025. 612 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Hopwood Financial Services held 3,653 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $428K as of Q2 2026.
Hopwood Financial Services bought 36 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $4.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.25% of Hopwood Financial Services's portfolio in Q2 2026, its #49 holding.
Hopwood Financial Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Hopwood Financial Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $428K in Q4 2025.
612 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.