Shulman DeMeo Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Shulman DeMeo Asset 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 Q3	$201K	Buy	1,821 +4	+0.2%	+$460	0.04%	132
2026 Q2	$213K	Buy	+1,817	New	+$212K	0.04%	130
2026 Q1	–	Sell	-1,783	Closed	-$213K	–	148
2025 Q4	$213K	Buy	+1,783	New	+$211K	0.05%	107
2025 Q2	–	Sell	-2,164	Closed	-$214K	–	119
2025 Q1	$214K	Sell	2,164 -1,426	-40%	-$155K	0.06%	106
2024 Q4	$403K	Buy	3,590 +108	+3%	+$11.6K	0.11%	76
2024 Q3	$349K	Buy	3,482 +6	+0.2%	+$561	0.09%	92
2024 Q2	$317K	Sell	3,476 -2,582	-43%	-$229K	0.08%	94
2024 Q1	$557K	Buy	6,058 +12	+0.2%	+$1.07K	0.15%	57
2023 Q4	$540K	Sell	6,046 -1,560	-21%	-$129K	0.15%	57
2023 Q3	$612K	Buy	+7,606	New	+$643K	0.2%	43
2023 Q2	–	Sell	-7,598	Closed	-$568K	–	137
2023 Q1	$568K	Buy	7,598 +24	+0.3%	+$1.72K	0.18%	54
2022 Q4	$489K	Sell	7,574 -72	-0.9%	-$5.02K	0.16%	62
2022 Q3	$545K	Sell	7,646 -1,634	-18%	-$128K	0.19%	54
2022 Q2	$638K	Sell	9,280 -10,012	-52%	-$789K	0.21%	50
2022 Q1	$1.78M	Buy	19,292 +26	+0.1%	+$2.38K	0.49%	18
2021 Q4	$1.97M	Buy	+19,266	New	+$1.92M	0.51%	16
2021 Q3	–	Sell	-19,406	Closed	-$1.73M	–	141
2021 Q2	$1.73M	Buy	19,406 +148	+0.8%	+$12.9K	0.67%	10
2021 Q1	$1.62M	Sell	19,258 -832	-4%	-$69.2K	0.44%	23
2020 Q4	$1.61M	Buy	20,090 +17,206	+597%	+$1.33M	0.46%	22
2020 Q3	$212K	Buy	+2,884	New	+$204K	0.07%	106
2019 Q1	–	Sell	-4,644	Closed	-$230K	–	134
2018 Q4	$230K	Buy	+4,644	New	+$246K	0.13%	60

Other funds holding XLY

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Shulman DeMeo Asset Management's XLY Position: Q3 2026 in Review

Shulman DeMeo Asset Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.22% in Q3 2026, buying an estimated $460 and bringing the position to 1,821 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #132.

Shulman DeMeo Asset Management first reported a position in XLY in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.97M in Q4 2021. 71 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Shulman DeMeo Asset Management held 1,821 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $201K as of Q3 2026.
Shulman DeMeo Asset Management bought 4 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $460.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #132 holding.
Shulman DeMeo Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 21 quarters since.
Shulman DeMeo Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.97M in Q4 2021.
71 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.