Mattern Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Mattern Wealth Management’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	$376K	Sell	3,210 -106	-3%	-$12.4K	0.06%	133
2026 Q1	$361K	Hold	3,316	–	–	0.07%	109
2025 Q4	$396K	Hold	3,316	–	–	0.08%	106
2025 Q3	$397K	Hold	3,316	–	–	0.08%	102
2025 Q2	$360K	Sell	3,316 -1,304	-28%	-$133K	0.08%	111
2025 Q1	$456K	Hold	4,620	–	–	0.1%	101
2024 Q4	$518K	Hold	4,620	–	–	0.11%	97
2024 Q3	$463K	Hold	4,620	–	–	0.1%	109
2024 Q2	$421K	Hold	4,620	–	–	0.1%	119
2024 Q1	$425K	Sell	4,620 -506	-10%	-$45.1K	0.1%	119
2023 Q4	$458K	Buy	5,126 +2	+0%	+$166	0.12%	114
2023 Q3	$412K	Sell	5,124 -818	-14%	-$69.2K	0.12%	116
2023 Q2	$505K	Sell	5,942 -1,740	-23%	-$133K	0.15%	107
2023 Q1	$574K	Hold	7,682	–	–	0.19%	105
2022 Q4	$496K	Buy	7,682 +20	+0.3%	+$1.4K	0.2%	103
2022 Q3	$546K	Sell	7,662 -220	-3%	-$17.2K	0.22%	90
2022 Q2	$542K	Sell	7,882 -1,802	-19%	-$142K	0.21%	93
2022 Q1	$896K	Hold	9,684	–	–	0.29%	76
2021 Q4	$990K	Sell	9,684 -270	-3%	-$26.9K	0.29%	82
2021 Q3	$893K	Sell	9,954 -12	-0.1%	-$1.09K	0.3%	79
2021 Q2	$887K	Sell	9,966 -150	-1%	-$13.1K	0.28%	81
2021 Q1	$850K	Sell	10,116 -142	-1%	-$11.8K	0.3%	85
2020 Q4	$825K	Sell	10,258 -406	-4%	-$31.3K	0.31%	82
2020 Q3	$784K	Buy	10,664 +490	+5%	+$34.7K	0.34%	79
2020 Q2	$650K	Sell	10,174 -2,676	-21%	-$158K	0.32%	81
2020 Q1	$630K	Sell	12,850 -4,190	-25%	-$247K	0.45%	69
2019 Q4	$1.07M	Buy	+17,040	New	+$1.04M	0.64%	63

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

Mattern Wealth Management's XLY Position: Q2 2026 in Review

Mattern Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.2% in Q2 2026, selling an estimated $12.4K and leaving 3,210 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #133.

Mattern Wealth Management first reported a position in XLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.07M in Q4 2019. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Mattern Wealth Management held 3,210 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $376K as of Q2 2026.
Mattern Wealth Management sold 106 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $12.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of Mattern Wealth Management's portfolio in Q2 2026, its #133 holding.
Mattern Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Mattern Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.07M in Q4 2019.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.