Vigilare Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Vigilare Wealth 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	$227K	Hold	1,939	–	–	0.07%	109
2026 Q1	$211K	Hold	1,939	–	–	0.07%	102
2025 Q4	$232K	Buy	1,939 +63	+3%	+$7.47K	0.08%	108
2025 Q3	$225K	Sell	1,876 -64	-3%	-$7.32K	0.08%	113
2025 Q2	$211K	Buy	+1,940	New	+$198K	0.08%	117
2025 Q1	–	Sell	-1,876	Closed	-$210K	–	106
2024 Q4	$210K	Buy	+1,876	New	+$201K	0.09%	84
2023 Q2	–	Sell	-3,040	Closed	-$227K	–	105
2023 Q1	$227K	Buy	+3,040	New	+$218K	0.13%	89
2022 Q4	–	Sell	-3,058	Closed	-$218K	–	116
2022 Q3	$218K	Buy	3,058 +80	+3%	+$6.26K	0.28%	93
2022 Q2	$205K	Sell	2,978 -10	-0.3%	-$788	0.22%	104
2022 Q1	$276K	Sell	2,988 -426	-12%	-$39K	0.23%	107
2021 Q4	$349K	Buy	3,414 +2	+0.1%	+$199	0.21%	124
2021 Q3	$306K	Sell	3,412 -142	-4%	-$12.9K	0.19%	146
2021 Q2	$317K	Buy	3,554 +2	+0.1%	+$174	0.19%	137
2021 Q1	$298K	Buy	3,552 +606	+21%	+$50.4K	0.21%	133
2020 Q4	$237K	Buy	+2,946	New	+$227K	0.22%	109

Other funds holding XLY

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

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Vigilare Wealth Management's XLY Position: Q2 2026 in Review

Vigilare Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 1,939 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #109.

Vigilare Wealth Management first reported a position in XLY in Q4 2020 and has held it in 15 quarters since. The position peaked at $349K in Q4 2021. 264 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Vigilare Wealth Management held 1,939 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $227K as of Q2 2026.
Vigilare Wealth Management 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 0.07% of Vigilare Wealth Management's portfolio in Q2 2026, its #109 holding.
Vigilare Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 15 quarters since.
Vigilare Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $349K in Q4 2021.
264 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.