Tradewinds Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Tradewinds Capital 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	$16.9K	Sell	144 -4	-3%	-$467	﹤0.01%	339
2026 Q1	$16.1K	Sell	148 -6	-4%	-$701	﹤0.01%	340
2025 Q4	$18.4K	Sell	154 -181,204	-100%	-$21.5M	﹤0.01%	317
2025 Q3	$21.7M	Buy	181,358 +179,534	+9,843%	+$20.5M	4.88%	8
2025 Q2	$198K	Sell	1,824 -274,122	-99%	-$28M	0.05%	94
2025 Q1	$27.2M	Buy	275,946 +275,864	+336,420%	+$29.9M	7.3%	5
2024 Q4	$9.2K	Sell	82 -58	-41%	-$6.2K	﹤0.01%	375
2024 Q3	$14K	Buy	140 +34	+32%	+$3.18K	﹤0.01%	312
2024 Q2	$9.67K	Sell	106 -110,930	-100%	-$9.86M	﹤0.01%	340
2024 Q1	$10.2M	Buy	111,036 +111,016	+555,080%	+$9.89M	2.82%	12
2023 Q4	$1.79K	Sell	20 -112,158	-100%	-$9.29M	﹤0.01%	352
2023 Q3	$9.03M	Buy	+112,178	New	+$9.48M	3.09%	11
2023 Q1	–	Sell	-80	Closed	-$5.17K	–	573
2022 Q4	$5.17K	Hold	80	–	–	﹤0.01%	282
2022 Q3	$6K	Hold	80	–	–	﹤0.01%	255
2022 Q2	$5K	Sell	80 -306	-79%	-$24.1K	﹤0.01%	278
2022 Q1	$36K	Sell	386 -173,960	-100%	-$15.9M	0.01%	291
2021 Q4	$17.8M	Buy	174,346 +174,258	+198,020%	+$17.4M	2.73%	13
2021 Q3	$8K	Sell	88 -1,944	-96%	-$177K	﹤0.01%	505
2021 Q2	$181K	Sell	2,032 -265,098	-99%	-$23.1M	0.03%	127
2021 Q1	$22.4M	Buy	267,130 +266,396	+36,294%	+$22.2M	4.47%	9
2020 Q4	$59K	Sell	734 -241,034	-100%	-$18.6M	0.01%	200
2020 Q3	$17.8M	Buy	241,768 +171,254	+243%	+$12.1M	4.26%	7
2020 Q2	$4.5M	Buy	+70,514	New	+$4.16M	1.16%	19
2018 Q1	–	Sell	-66	Closed	-$3K	–	728
2017 Q4	$3K	Hold	66	–	–	﹤0.01%	566
2017 Q3	$3K	Hold	66	–	–	﹤0.01%	551
2017 Q2	$3K	Hold	66	–	–	﹤0.01%	543
2017 Q1	$3K	Hold	66	–	–	﹤0.01%	556
2016 Q4	$3K	Hold	66	–	–	﹤0.01%	518
2016 Q3	$3K	Hold	66	–	–	﹤0.01%	513
2016 Q2	$3K	Hold	66	–	–	﹤0.01%	524
2016 Q1	$3K	Sell	66 -28	-30%	-$1.04K	﹤0.01%	531
2015 Q4	$4K	Hold	94	–	–	﹤0.01%	478
2015 Q3	$3K	Buy	94 +28	+42%	+$1.08K	﹤0.01%	508
2015 Q2	$3K	Hold	66	–	–	﹤0.01%	553
2015 Q1	$2K	Hold	66	–	–	﹤0.01%	547
2014 Q4	$2K	Buy	+66	New	+$2.26K	﹤0.01%	555
2014 Q2	–	Sell	-78	Closed	-$3K	–	653
2014 Q1	$3K	Buy	+78	New	+$2.54K	﹤0.01%	530

Other funds holding XLY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

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

Tradewinds Capital Management's XLY Position: Q2 2026 in Review

Tradewinds Capital Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.7% in Q2 2026, selling an estimated $467 and leaving 144 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Tradewinds Capital Management first reported a position in XLY in Q1 2014 and has held it in 37 quarters since. The position peaked at $27.2M in Q1 2025. 554 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Tradewinds Capital Management held 144 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $16.9K as of Q2 2026.
Tradewinds Capital Management sold 4 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $467.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #339 holding.
Tradewinds Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2014 and has held it in 37 quarters since.
Tradewinds Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $27.2M in Q1 2025.
554 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.