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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$592K Sell
5,044
-244
-5% -$28.5K 0.12% 125
2026
Q1
$576K Sell
5,288
-242
-4% -$28.3K 0.14% 113
2025
Q4
$660K Buy
+5,530
New +$656K 0.16% 99
2025
Q3
Sell
-5,636
Closed -$613K 231
2025
Q2
$613K Sell
5,636
-82
-1% -$8.38K 0.19% 87
2025
Q1
$564K Sell
5,718
-232
-4% -$25.2K 0.19% 85
2024
Q4
$667K Buy
+5,950
New +$636K 0.25% 69

Other funds holding XLY

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

Palumbo Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.6% in Q2 2026, selling an estimated $28.5K and leaving 5,044 shares worth $592K. The position accounts for 0.12% of the portfolio, ranked #125.

Palumbo Wealth Management first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $667K in Q4 2024. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Palumbo Wealth Management held 5,044 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $592K as of Q2 2026.
  • Palumbo Wealth Management sold 244 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $28.5K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.12% of Palumbo Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Palumbo Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Palumbo Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $667K in Q4 2024.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.