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

Physician 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	$16.9K	Hold	144	–	–	﹤0.01%	718
2026 Q1	$15.7K	Hold	144	–	–	﹤0.01%	681
2025 Q4	$17.1K	Hold	144	–	–	﹤0.01%	626
2025 Q3	$17.2K	Hold	144	–	–	﹤0.01%	611
2025 Q2	$15.5K	Buy	144 +2	+1%	+$205	﹤0.01%	562
2025 Q1	$14.1K	Hold	142	–	–	﹤0.01%	551
2024 Q4	$16K	Buy	+142	New	+$15.2K	﹤0.01%	545

Other funds holding XLY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

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

Physician Wealth Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 144 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Physician Wealth Advisors first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.2K in Q3 2025. 656 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Physician Wealth Advisors held 144 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $16.9K as of Q2 2026.
Physician 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 Physician Wealth Advisors's portfolio in Q2 2026, its #718 holding.
Physician Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $17.2K in Q3 2025.
656 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.