Portus Wealth Advisors’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
Sell
-1,286
Closed -$140K 543
2026
Q1
$140K Sell
1,286
-534
-29% -$62.4K 0.13% 51
2025
Q4
$217K Hold
1,820
0.21% 52
2025
Q3
$218K Buy
+1,820
New +$208K 0.22% 52

Other funds holding XLY

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

Portus Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 1,286 shares — an estimated $140K sold.

Portus Wealth Advisors first reported a position in XLY in Q3 2025 and held it in 3 quarters. The position peaked at $218K in Q3 2025. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Portus Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 1,286 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $140K.
  • Portus Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • Portus Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $218K in Q3 2025.
  • 1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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