Private Wealth Management Group’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
$19.5K Hold
166
﹤0.01% 393
2026
Q1
$18.1K Hold
166
﹤0.01% 365
2025
Q4
$19.8K Hold
166
0.01% 330
2025
Q3
$19.9K Hold
166
0.01% 332
2025
Q2
$18.1K Buy
166
+104
+168% +$10.6K 0.01% 332
2025
Q1
$6.12K Buy
+62
New +$6.72K ﹤0.01% 644

Other funds holding XLY

Private Wealth Management Group's XLY Position: Q2 2026 in Review

Private Wealth Management Group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 166 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Private Wealth Management Group first reported a position in XLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.9K in Q3 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Private Wealth Management Group held 166 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $19.5K as of Q2 2026.
  • Private Wealth Management Group 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 Private Wealth Management Group's portfolio in Q2 2026, its #393 holding.
  • Private Wealth Management Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Management Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $19.9K in Q3 2025.
  • 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.