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

Partners 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 		$747K Buy
6,372
+135
+2% +$15.8K 0.73% 39
2026
Q1 		$680K Sell
6,237
-102
-2% -$11.9K 0.7% 42
2025
Q4 		$757K Sell
6,339
-77
-1% -$9.13K 0.79% 37
2025
Q3 		$769K Buy
6,416
+16
+0.3% +$1.83K 0.76% 38
2025
Q2 		$639K Sell
6,400
-28
-0.4% -$2.86K 0.73% 43
2025
Q1 		$635K Sell
6,428
-184
-3% -$20K 0.72% 43
2024
Q4 		$742K Buy
+6,612
New +$707K 0.84% 38

Other funds holding XLY

WA
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
TC
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
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

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

Partners Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.2% in Q2 2026, buying an estimated $15.8K and bringing the position to 6,372 shares worth $747K. The position accounts for 0.73% of the portfolio, ranked #39.

Partners Wealth Management first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $769K in Q3 2025. 371 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Partners Wealth Management held 6,372 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $747K as of Q2 2026.
  • Partners Wealth Management bought 135 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $15.8K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.73% of Partners Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Partners Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Partners Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $769K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.