Three Bridge Wealth Advisors’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
Sell
-2,206
Closed -$240K 95
2026
Q1
$240K Buy
2,206
+217
+11% +$25.4K 0.07% 78
2025
Q4
$238K Sell
1,989
-51
-3% -$6.05K 0.06% 80
2025
Q3
$244K Hold
2,040
0.06% 79
2025
Q2
$222K Hold
2,040
0.06% 118
2025
Q1
$201K Sell
2,040
-14
-0.7% -$1.52K 0.07% 83
2024
Q4
$230K Hold
2,054
0.08% 85
2024
Q3
$206K Buy
+2,054
New +$192K 0.08% 84

Other funds holding XLY

Three Bridge Wealth Advisors's XLY Position: Q2 2026 in Review

Three Bridge Wealth Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 2,206 shares — an estimated $240K sold.

Three Bridge Wealth Advisors first reported a position in XLY in Q3 2024 and held it in 7 quarters. The position peaked at $244K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Three Bridge Wealth Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Three Bridge Wealth Advisors sold 2,206 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $240K.
  • Three Bridge Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2024 and held it in 7 quarters.
  • Three Bridge Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $244K in Q3 2025.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.