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

Precedent Wealth Partners’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	$212K	Buy	+1,808	New	+$211K	0.04%	201
2026 Q1	–	Sell	-2,004	Closed	-$239K	–	175
2025 Q4	$239K	Buy	2,004 +196	+11%	+$23.2K	0.05%	163
2025 Q3	$217K	Buy	+1,808	New	+$207K	0.05%	163
2025 Q2	–	Sell	-3,618	Closed	-$357K	–	179
2025 Q1	$357K	Hold	3,618	–	–	0.1%	132
2024 Q4	$406K	Hold	3,618	–	–	0.13%	125
2024 Q3	$362K	Hold	3,618	–	–	0.12%	120
2024 Q2	$330K	Hold	3,618	–	–	0.13%	117
2024 Q1	$333K	Hold	3,618	–	–	0.14%	116
2023 Q4	$323K	Buy	+3,618	New	+$300K	0.16%	110

Other funds holding XLY

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

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

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

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

Precedent Wealth Partners opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,808 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #201 among its holdings. This is a return to the name: Precedent Wealth Partners previously reported a position in XLY as recently as Q4 2025.

Precedent Wealth Partners first reported a position in XLY in Q4 2023 and has held it in 9 quarters since. The position peaked at $406K in Q4 2024. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Precedent Wealth Partners held 1,808 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $212K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Precedent Wealth Partners position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Precedent Wealth Partners's portfolio in Q2 2026, its #201 holding.
Precedent Wealth Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
Precedent Wealth Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $406K in Q4 2024.
421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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