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 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

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

KWMG LLC's XLY Position: Q2 2026 in Review

KWMG LLC reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 7.5% in Q2 2026, selling an estimated $40.4K and leaving 4,248 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #116.

KWMG LLC first reported a position in XLY in Q2 2018 and has held it in 13 quarters since. The position peaked at $761K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

KWMG LLC held 4,248 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $498K as of Q2 2026.
KWMG LLC sold 346 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $40.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of KWMG LLC's portfolio in Q2 2026, its #116 holding.
KWMG LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and has held it in 13 quarters since.
KWMG LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $761K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.