Midland Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Midland Wealth Advisors’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	$311K	Hold	2,650	–	–	0.01%	138
2026 Q1	$289K	Hold	2,650	–	–	0.01%	140
2025 Q4	$316K	Hold	2,650	–	–	0.02%	134
2025 Q3	$318K	Hold	2,650	–	–	0.02%	142
2025 Q2	$288K	Hold	2,650	–	–	0.02%	151
2025 Q1	$262K	Hold	2,650	–	–	0.02%	164
2024 Q4	$297K	Hold	2,650	–	–	0.02%	159
2024 Q3	$265K	Hold	2,650	–	–	0.02%	173
2024 Q2	$242K	Hold	2,650	–	–	0.01%	189
2024 Q1	$244K	Hold	2,650	–	–	0.02%	176
2023 Q4	$237K	Buy	+2,650	New	+$219K	0.02%	175

Other funds holding XLY

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

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

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Midland Wealth Advisors's XLY Position: Q2 2026 in Review

Midland Wealth Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,650 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #138.

Midland Wealth Advisors first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $318K in Q3 2025. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Midland Wealth Advisors held 2,650 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $311K as of Q2 2026.
Midland Wealth Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Midland Wealth Advisors's portfolio in Q2 2026, its #138 holding.
Midland Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $318K in Q3 2025.
421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.