Turtle Creek Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Turtle Creek Wealth Advisors’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	$511K	Hold	4,354	–	–	0.03%	259
2026 Q1	$474K	Sell	4,354 -4,766	-52%	-$557K	0.04%	237
2025 Q4	$1.09M	Sell	9,120 -8,674	-49%	-$1.03M	0.09%	143
2025 Q3	$2.13M	Sell	17,794 -710	-4%	-$81.3K	0.19%	91
2025 Q2	$2.01M	Buy	+18,504	New	+$1.89M	0.24%	84
2025 Q1	–	Sell	-127,150	Closed	-$14.3M	–	127
2024 Q4	$14.3M	Buy	127,150 +122,676	+2,742%	+$13.1M	3.29%	8
2024 Q3	$448K	Hold	4,474	–	–	0.09%	109
2024 Q2	$408K	Sell	4,474 -45,550	-91%	-$4.05M	0.09%	100
2024 Q1	$4.6M	Buy	50,024 +3,270	+7%	+$291K	1.13%	30
2023 Q4	$4.18M	Buy	+46,754	New	+$3.87M	1.23%	22

Other funds holding XLY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Turtle Creek Wealth Advisors's XLY Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 4,354 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #259.

Turtle Creek Wealth Advisors first reported a position in XLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.3M in Q4 2024. 677 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Turtle Creek Wealth Advisors held 4,354 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $511K as of Q2 2026.
Turtle Creek Wealth Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #259 holding.
Turtle Creek Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Turtle Creek Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $14.3M in Q4 2024.
677 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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