Spartan Wealth Advisory Services LLC’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
$935K Buy
7,969
+3,339
+72% +$390K 0.08% 168
2026
Q1
$505K Buy
+4,630
New +$541K 0.04% 211

Other funds holding XLY

Spartan Wealth Advisory Services LLC's XLY Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 72% in Q2 2026, buying an estimated $390K and bringing the position to 7,969 shares worth $935K. The position accounts for 0.08% of the portfolio, ranked #168.

Spartan Wealth Advisory Services LLC first reported a position in XLY in Q1 2026 and has held it in 2 quarters since. 1,259 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 7,969 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $935K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 3,339 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $390K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.08% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #168 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,259 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.