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

New Wave 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	$932K	Buy	7,946 +1,095	+16%	+$128K	0.25%	87
2026 Q1	$747K	Sell	6,851 -1,519	-18%	-$178K	0.26%	74
2025 Q4	$999K	Buy	8,370 +626	+8%	+$74.2K	0.37%	56
2025 Q3	$928K	Sell	7,744 -11,412	-60%	-$1.31M	0.36%	54
2025 Q2	$2.08M	Sell	19,156 -3,178	-14%	-$325K	0.88%	32
2025 Q1	$2.21M	Buy	22,334 +5,874	+36%	+$637K	0.99%	31
2024 Q4	$1.85M	Buy	16,460 +8,772	+114%	+$938K	0.76%	30
2024 Q3	$770K	Sell	7,688 -6,000	-44%	-$561K	0.35%	48
2024 Q2	$1.25M	Buy	+13,688	New	+$1.22M	0.67%	35

Other funds holding XLY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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

New Wave Wealth Advisors's XLY Position: Q2 2026 in Review

New Wave Wealth Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 16% in Q2 2026, buying an estimated $128K and bringing the position to 7,946 shares worth $932K. The position accounts for 0.25% of the portfolio, ranked #87.

New Wave Wealth Advisors first reported a position in XLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.21M in Q1 2025. 554 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

New Wave Wealth Advisors held 7,946 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $932K as of Q2 2026.
New Wave Wealth Advisors bought 1,095 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $128K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.25% of New Wave Wealth Advisors's portfolio in Q2 2026, its #87 holding.
New Wave Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.21M in Q1 2025.
554 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.