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

Quaker 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	$144K	Sell	1,225 -48	-4%	-$5.6K	0.04%	91
2026 Q1	$139K	Buy	1,273 +8	+0.6%	+$935	0.04%	89
2025 Q4	$151K	Buy	1,265 +9	+0.7%	+$1.07K	0.05%	82
2025 Q3	$150K	Hold	1,256	–	–	0.05%	81
2025 Q2	$136K	Buy	+1,256	New	+$128K	0.05%	88
2020 Q4	–	Sell	-3,636	Closed	-$267K	–	55
2020 Q3	$267K	Buy	+3,636	New	+$257K	0.14%	42

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

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

Quaker Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.8% in Q2 2026, selling an estimated $5.6K and leaving 1,225 shares worth $144K. The position accounts for 0.04% of the portfolio, ranked #91.

Quaker Wealth Management first reported a position in XLY in Q3 2020 and has held it in 6 quarters since. The position peaked at $267K in Q3 2020. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Quaker Wealth Management held 1,225 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $144K as of Q2 2026.
Quaker Wealth Management sold 48 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $5.6K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Quaker Wealth Management's portfolio in Q2 2026, its #91 holding.
Quaker Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and has held it in 6 quarters since.
Quaker Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $267K in Q3 2020.
421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.