SWMG 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
$357K Buy
3,076
+305
+11% +$35.6K 0.08% 78
2026
Q1
$302K Sell
2,771
-406
-13% -$47.5K 0.09% 89
2025
Q4
$375K Sell
3,177
-683
-18% -$81K 0.1% 81
2025
Q3
$460K Sell
3,860
-308
-7% -$35.2K 0.14% 73
2025
Q2
$471K Buy
4,168
+546
+15% +$55.8K 0.16% 77
2025
Q1
$358K Sell
3,622
-764
-17% -$82.9K 0.14% 91
2024
Q4
$504K Buy
4,386
+96
+2% +$10.3K 0.2% 72
2024
Q3
$468K Buy
4,290
+252
+6% +$23.6K 0.19% 75
2024
Q2
$368K Buy
4,038
+256
+7% +$22.7K 0.16% 70
2024
Q1
$348K Buy
3,782
+118
+3% +$10.5K 0.16% 71
2023
Q4
$328K Sell
3,664
-3,108
-46% -$257K 0.16% 75
2023
Q3
$545K Buy
6,772
+1,784
+36% +$151K 0.29% 54
2023
Q2
$424K Buy
4,988
+1,452
+41% +$111K 0.22% 51
2023
Q1
$264K Buy
+3,536
New +$254K 0.15% 80

Other funds holding XLY

SWMG LLC's XLY Position: Q2 2026 in Review

SWMG LLC increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 11% in Q2 2026, buying an estimated $35.6K and bringing the position to 3,076 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #78.

SWMG LLC first reported a position in XLY in Q1 2023 and has held it in 14 quarters since. The position peaked at $545K in Q3 2023. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • SWMG LLC held 3,076 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $357K as of Q2 2026.
  • SWMG LLC bought 305 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $35.6K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.08% of SWMG LLC's portfolio in Q2 2026, its #78 holding.
  • SWMG LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • SWMG LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $545K in Q3 2023.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.