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Team Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Team Financial Group’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 		– Sell
-48
Closed -$5.23K – 263
2026
Q1 		$5.23K Hold
48
– – ﹤0.01% 222
2025
Q4 		$5.73K Hold
48
– – ﹤0.01% 207
2025
Q3 		$5.75K Hold
48
– – ﹤0.01% 206
2025
Q2 		$5.22K Buy
+48
New +$4.91K ﹤0.01% 197

Other funds holding XLY

WA
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
TC
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
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

Team Financial Group's XLY Position: Q2 2026 in Review

Team Financial Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 48 shares — an estimated $5.23K sold.

Team Financial Group first reported a position in XLY in Q2 2025 and held it in 4 quarters. The position peaked at $5.75K in Q3 2025. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Team Financial Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 48 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $5.23K.
  • Team Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.75K in Q3 2025.
  • 421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.