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

Mindset 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 Q3	–	Sell	-1,808	Closed	-$212K	–	215
2026 Q2	$212K	Buy	+1,808	New	+$211K	0.04%	178
2026 Q1	–	Sell	-1,808	Closed	-$216K	–	197
2025 Q4	$216K	Buy	1,808 +6	+0.3%	+$711	0.06%	166
2025 Q3	$216K	Buy	+1,802	New	+$206K	0.06%	160
2025 Q1	–	Sell	-1,800	Closed	-$202K	–	159
2024 Q4	$202K	Buy	+1,800	New	+$193K	0.07%	128

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Mindset Wealth Management's XLY Position: Q3 2026 in Review

Mindset Wealth Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2026, closing a stake of 1,808 shares — an estimated $212K sold.

Mindset Wealth Management first reported a position in XLY in Q4 2024 and held it in 4 quarters. The position peaked at $216K in Q3 2025. 450 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Mindset Wealth Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Mindset Wealth Management sold 1,808 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $212K.
Mindset Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
Mindset Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $216K in Q3 2025.
450 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.