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

Stockman 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	$5.39M	Buy	45,923 +2,722	+6%	+$318K	0.56%	47
2026 Q1	$4.71M	Buy	43,201 +1,513	+4%	+$177K	0.52%	50
2025 Q4	$4.98M	Buy	41,688 +1,488	+4%	+$176K	0.58%	43
2025 Q3	$4.82M	Sell	40,200 -18	-0%	-$2.06K	0.6%	43
2025 Q2	$4.37M	Buy	40,218 +542	+1%	+$55.4K	0.59%	44
2025 Q1	$3.92M	Buy	39,676 +1,182	+3%	+$128K	0.58%	45
2024 Q4	$4.32M	Sell	38,494 -750	-2%	-$80.2K	0.68%	40
2024 Q3	$3.93M	Buy	39,244 +2,132	+6%	+$199K	0.61%	41
2024 Q2	$3.38M	Buy	37,112 +418	+1%	+$37.1K	0.59%	42
2024 Q1	$3.37M	Buy	36,694 +2,526	+7%	+$225K	0.6%	43
2023 Q4	$3.05M	Sell	34,168 -734	-2%	-$60.8K	0.61%	41
2023 Q3	$2.81M	Buy	34,902 +1,938	+6%	+$164K	0.62%	42
2023 Q2	$2.8M	Buy	32,964 +4,398	+15%	+$337K	0.6%	44
2023 Q1	$2.14M	Buy	28,566 +3,388	+13%	+$243K	0.48%	49
2022 Q4	$1.63M	Buy	25,178 +4,432	+21%	+$309K	0.37%	53
2022 Q3	$1.48M	Buy	20,746 +194	+0.9%	+$15.2K	0.4%	51
2022 Q2	$1.41M	Buy	20,552 +1,056	+5%	+$83.2K	0.36%	53
2022 Q1	$1.8M	Buy	19,496 +670	+4%	+$61.4K	0.37%	52
2021 Q4	$1.92M	Buy	18,826 +982	+6%	+$97.8K	0.39%	54
2021 Q3	$1.6M	Buy	17,844 +1,930	+12%	+$175K	0.36%	57
2021 Q2	$1.42M	Buy	15,914 +1,802	+13%	+$157K	0.34%	58
2021 Q1	$1.19M	Sell	14,112 -1,536	-10%	-$128K	0.33%	59
2020 Q4	$1.26M	Buy	15,648 +664	+4%	+$51.2K	0.39%	57
2020 Q3	$1.1M	Buy	14,984 +966	+7%	+$68.4K	0.4%	60
2020 Q2	$895K	Buy	14,018 +2,572	+22%	+$152K	0.34%	65
2020 Q1	$561K	Buy	+11,446	New	+$676K	0.25%	72
2017 Q1	–	Sell	-9,470	Closed	-$385K	–	142
2016 Q4	$385K	Buy	9,470 +270	+3%	+$10.9K	0.23%	83
2016 Q3	$368K	Buy	+9,200	New	+$371K	0.23%	85

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stockman Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6.3% in Q2 2026, buying an estimated $318K and bringing the position to 45,923 shares worth $5.39M. The position accounts for 0.56% of the portfolio, ranked #47.

Stockman Wealth Management first reported a position in XLY in Q3 2016 and has held it in 28 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Stockman Wealth Management held 45,923 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.39M as of Q2 2026.
Stockman Wealth Management bought 2,722 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $318K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.56% of Stockman Wealth Management's portfolio in Q2 2026, its #47 holding.
Stockman Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2016 and has held it in 28 quarters since.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.