Wagner Wealth Management (South Carolina)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Wagner Wealth Management (South Carolina)’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	$47.9K	Buy	409 +1	+0.2%	+$117	0.01%	183
2026 Q1	$44.5K	Buy	408 +1	+0.2%	+$117	0.01%	187
2025 Q4	$48.6K	Sell	407 -1	-0.2%	-$119	0.01%	180
2025 Q3	$48.8K	Buy	408 +2	+0.5%	+$229	0.01%	168
2025 Q2	$44.2K	Buy	406 +74	+22%	+$7.57K	0.01%	170
2025 Q1	$32.8K	Sell	332 -28	-8%	-$3.04K	0.01%	165
2024 Q4	$40.3K	Buy	360 +2	+0.6%	+$214	0.01%	157
2024 Q3	$35.9K	Hold	358	–	–	0.01%	156
2024 Q2	$32.7K	Buy	358 +142	+66%	+$12.6K	0.01%	184
2024 Q1	$19.8K	Hold	216	–	–	0.01%	194
2023 Q4	$19.2K	Buy	216 +2	+0.9%	+$166	0.01%	187
2023 Q3	$17.3K	Hold	214	–	–	0.01%	162
2023 Q2	$18.2K	Hold	214	–	–	0.01%	165
2023 Q1	$16K	Hold	214	–	–	0.01%	167
2022 Q4	$13.8K	Buy	214 +2	+0.9%	+$139	0.01%	180
2022 Q3	$15K	Hold	212	–	–	0.01%	365
2022 Q2	$15K	Sell	212 -212	-50%	-$16.7K	0.01%	376
2022 Q1	$40K	Buy	424 +212	+100%	+$19.4K	0.03%	163
2021 Q4	$22K	Hold	212	–	–	0.02%	389
2021 Q3	$21K	Buy	212 +2	+1%	+$182	0.02%	365
2021 Q2	$19K	Sell	210 -120	-36%	-$10.4K	0.01%	398
2021 Q1	$28K	Buy	330 +120	+57%	+$9.98K	0.02%	310
2020 Q4	$17K	Buy	+210	New	+$16.2K	0.02%	172
2018 Q3	$12K	Hold	208	–	–	0.01%	406
2018 Q2	$11K	Hold	208	–	–	0.01%	392
2018 Q1	$11K	Hold	208	–	–	0.01%	363
2017 Q4	$11K	Buy	+208	New	+$9.79K	0.01%	398

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s XLY Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.25% in Q2 2026, buying an estimated $117 and bringing the position to 409 shares worth $47.9K. The position accounts for 0.01% of the portfolio, ranked #183.

Wagner Wealth Management (South Carolina) first reported a position in XLY in Q4 2017 and has held it in 27 quarters since. The position peaked at $48.8K in Q3 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Wagner Wealth Management (South Carolina) held 409 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $47.9K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 1 State Street Consumer Discretionary Select Sector SPDR ETF share in Q2 2026, an estimated $117.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #183 holding.
Wagner Wealth Management (South Carolina) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 27 quarters since.
Wagner Wealth Management (South Carolina)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $48.8K in Q3 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.