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

Smith Salley 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	$1.1M	Hold	9,366	–	–	0.05%	154
2026 Q1	$1.02M	Hold	9,366	–	–	0.05%	150
2025 Q4	$1.12M	Sell	9,366 -202	-2%	-$24K	0.06%	148
2025 Q3	$1.15M	Buy	9,568 +240	+3%	+$27.5K	0.06%	144
2025 Q2	$1.01M	Buy	9,328 +2,600	+39%	+$266K	0.06%	143
2025 Q1	$664K	Sell	6,728 -4,770	-41%	-$517K	0.04%	159
2024 Q4	$1.29M	Buy	11,498 +4,632	+67%	+$495K	0.08%	129
2024 Q3	$688K	Hold	6,866	–	–	0.05%	161
2024 Q2	$626K	Hold	6,866	–	–	0.04%	156
2024 Q1	$631K	Hold	6,866	–	–	0.05%	149
2023 Q4	$614K	Hold	6,866	–	–	0.04%	166
2023 Q3	$553K	Sell	6,866 -20	-0.3%	-$1.69K	0.04%	166
2023 Q2	$585K	Sell	6,886 -30	-0.4%	-$2.3K	0.04%	154
2023 Q1	$517K	Sell	6,916 -102	-1%	-$7.31K	0.04%	166
2022 Q4	$453K	Sell	7,018 -350	-5%	-$24.4K	0.04%	168
2022 Q3	$525K	Sell	7,368 -488	-6%	-$38.2K	0.05%	159
2022 Q2	$540K	Buy	7,856 +488	+7%	+$38.5K	0.05%	162
2022 Q1	$682K	Sell	7,368 -268	-4%	-$24.5K	0.05%	164
2021 Q4	$781K	Sell	7,636 -300	-4%	-$29.9K	0.06%	163
2021 Q3	$712K	Sell	7,936 -500	-6%	-$45.4K	0.06%	170
2021 Q2	$753K	Sell	8,436 -450	-5%	-$39.2K	0.06%	159
2021 Q1	$747K	Sell	8,886 -168	-2%	-$14K	0.07%	142
2020 Q4	$728K	Buy	9,054 +290	+3%	+$22.4K	0.07%	132
2020 Q3	$644K	Sell	8,764 -788	-8%	-$55.8K	0.08%	115
2020 Q2	$610K	Sell	9,552 -2,824	-23%	-$167K	0.08%	117
2020 Q1	$607K	Sell	12,376 -238	-2%	-$14.1K	0.1%	113
2019 Q4	$791K	Sell	12,614 -450	-3%	-$27.4K	0.1%	109
2019 Q3	$788K	Hold	13,064	–	–	0.11%	106
2019 Q2	$779K	Sell	13,064 -362	-3%	-$21.2K	0.12%	105
2019 Q1	$764K	Sell	13,426 -110	-0.8%	-$5.96K	0.12%	106
2018 Q4	$670K	Sell	13,536 -80	-0.6%	-$4.23K	0.12%	104
2018 Q3	$798K	Sell	13,616 -52	-0.4%	-$2.96K	0.13%	106
2018 Q2	$747K	Sell	13,668 -2,544	-16%	-$134K	0.13%	102
2018 Q1	$821K	Sell	16,212 -484	-3%	-$25.2K	0.15%	97
2017 Q4	$824K	Sell	16,696 -11,044	-40%	-$520K	0.15%	102
2017 Q3	$1.25M	Sell	27,740 -1,930	-7%	-$86.8K	0.24%	90
2017 Q2	$1.33M	Buy	29,670 +266	+0.9%	+$11.9K	0.27%	90
2017 Q1	$1.29M	Sell	29,404 -322	-1%	-$13.8K	0.27%	89
2016 Q4	$1.21M	Buy	29,726 +822	+3%	+$33.2K	0.25%	90
2016 Q3	$1.16M	Sell	28,904 -230	-0.8%	-$9.27K	0.26%	88
2016 Q2	$1.14M	Sell	29,134 -544	-2%	-$21.4K	0.26%	92
2016 Q1	$1.17M	Sell	29,678 -7,506	-20%	-$280K	0.29%	89
2015 Q4	$1.45M	Sell	37,184 -3,754	-9%	-$149K	0.36%	82
2015 Q3	$1.52M	Sell	40,938 -2,546	-6%	-$97.8K	0.41%	77
2015 Q2	$1.66M	Sell	43,484 -750	-2%	-$28.7K	0.42%	72
2015 Q1	$1.67M	Sell	44,234 -11,964	-21%	-$440K	0.42%	73
2014 Q4	$2.03M	Sell	56,198 -6,078	-10%	-$208K	0.53%	59
2014 Q3	$2.08M	Buy	62,276 +440	+0.7%	+$14.9K	0.55%	60
2014 Q2	$2.06M	Sell	61,836 -918	-1%	-$29.8K	0.55%	67
2014 Q1	$2.03M	Buy	62,754 +580	+0.9%	+$18.9K	1.27%	37
2013 Q4	$2.08M	Sell	62,174 -752	-1%	-$23.9K	1.36%	35
2013 Q3	$1.91M	Buy	62,926 +1,260	+2%	+$37.4K	1.54%	32
2013 Q2	$1.74M	Buy	+61,666	New	+$1.71M	1.4%	30

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

Smith Salley Wealth Management's XLY Position: Q2 2026 in Review

Smith Salley Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 9,366 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #154.

Smith Salley Wealth Management first reported a position in XLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.08M in Q4 2013. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Smith Salley Wealth Management held 9,366 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.1M as of Q2 2026.
Smith Salley Wealth Management 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 0.05% of Smith Salley Wealth Management's portfolio in Q2 2026, its #154 holding.
Smith Salley Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Smith Salley Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.08M in Q4 2013.
421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.