KDK Private Wealth Management’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
$787K Sell
6,713
-79
-1% -$9.22K 0.65% 28
2026
Q1
$740K Sell
6,792
-240
-3% -$28K 0.68% 29
2025
Q4
$840K Sell
7,032
-248
-3% -$29.4K 0.73% 27
2025
Q3
$872K Sell
7,280
-344
-5% -$39.4K 0.88% 22
2025
Q2
$828K Sell
7,624
-254
-3% -$26K 0.88% 22
2025
Q1
$778K Hold
7,878
0.89% 22
2024
Q4
$884K Buy
+7,878
New +$843K 0.92% 22

Other funds holding XLY

KDK Private Wealth Management's XLY Position: Q2 2026 in Review

KDK Private Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.2% in Q2 2026, selling an estimated $9.22K and leaving 6,713 shares worth $787K. The position accounts for 0.65% of the portfolio, ranked #28.

KDK Private Wealth Management first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $884K in Q4 2024. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • KDK Private Wealth Management held 6,713 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $787K as of Q2 2026.
  • KDK Private Wealth Management sold 79 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $9.22K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.65% of KDK Private Wealth Management's portfolio in Q2 2026, its #28 holding.
  • KDK Private Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • KDK Private Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $884K in Q4 2024.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.