KWMG LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

KWMG LLC’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	$451K	Sell	4,146 -102	-2%	-$11.7K	0.03%	117
2026 Q2	$498K	Sell	4,248 -346	-8%	-$40.4K	0.04%	116
2026 Q1	$501K	Sell	4,594 -518	-10%	-$60.5K	0.04%	117
2025 Q4	$610K	Sell	5,112 -1,242	-20%	-$147K	0.05%	116
2025 Q3	$761K	Sell	6,354 -328	-5%	-$37.5K	0.07%	107
2025 Q2	$726K	Sell	6,682 -940	-12%	-$96.1K	0.07%	109
2025 Q1	$753K	Buy	7,622 +3,218	+73%	+$349K	0.08%	108
2024 Q4	$494K	Buy	+4,404	New	+$471K	0.05%	115
2024 Q1	–	Sell	-4,048	Closed	-$362K	–	138
2023 Q4	$362K	Buy	4,048 +1,020	+34%	+$84.5K	0.04%	118
2023 Q3	$244K	Buy	+3,028	New	+$256K	0.03%	129
2019 Q2	–	Sell	-1,172	Closed	-$67K	–	425
2019 Q1	$67K	Hold	1,172	–	–	0.02%	155
2018 Q4	$58K	Buy	1,172 +84	+8%	+$4.44K	0.02%	165
2018 Q3	$64K	Hold	1,088	–	–	0.02%	146
2018 Q2	$59K	Buy	+1,088	New	+$57.5K	0.02%	152

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

KWMG LLC's XLY Position: Q3 2026 in Review

KWMG LLC reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.4% in Q3 2026, selling an estimated $11.7K and leaving 4,146 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #117.

KWMG LLC first reported a position in XLY in Q2 2018 and has held it in 14 quarters since. The position peaked at $761K in Q3 2025. 71 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

KWMG LLC held 4,146 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $451K as of Q3 2026.
KWMG LLC sold 102 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $11.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of KWMG LLC's portfolio in Q3 2026, its #117 holding.
KWMG LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and has held it in 14 quarters since.
KWMG LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $761K in Q3 2025.
71 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.