WBH Advisory’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 | $17M | Sell |
144,694
-8,560
| -6% | -$999K | 1.14% | 23 |
|
|
2026
Q1 | $16.8M | Sell |
153,254
-12,824
| -8% | -$1.5M | 1.26% | 21 |
|
|
2025
Q4 | $19.8M | Sell |
166,078
-1,042
| -0.6% | -$124K | 1.47% | 16 |
|
|
2025
Q3 | $20M | Buy |
167,120
+13,770
| +9% | +$1.58M | 1.53% | 17 |
|
|
2025
Q2 | $16.7M | Sell |
153,350
-17,012
| -10% | -$1.74M | 1.42% | 20 |
|
|
2025
Q1 | $16.8M | Sell |
170,362
-8,796
| -5% | -$954K | 1.57% | 17 |
|
|
2024
Q4 | $20.1M | Buy |
179,158
+8,072
| +5% | +$863K | 1.87% | 13 |
|
|
2024
Q3 | $17.1M | Buy |
171,086
+116
| +0.1% | +$10.8K | 1.62% | 15 |
|
|
2024
Q2 | $15.6M | Buy |
170,970
+2,930
| +2% | +$260K | 1.58% | 15 |
|
|
2024
Q1 | $15.5M | Buy |
168,040
+13,110
| +8% | +$1.17M | 1.59% | 16 |
|
|
2023
Q4 | $13.9M | Buy |
154,930
+1,836
| +1% | +$152K | 1.54% | 16 |
|
|
2023
Q3 | $12.3M | Buy |
153,094
+9,300
| +6% | +$786K | 1.51% | 16 |
|
|
2023
Q2 | $12.2M | Sell |
143,794
-1,832
| -1% | -$140K | 1.45% | 16 |
|
|
2023
Q1 | $10.9M | Buy |
+145,626
| New | +$10.4M | 1.36% | 17 |
|
|
2022
Q3 | $11.1M | Buy |
156,016
+5,466
| +4% | +$428K | 1.6% | 11 |
|
|
2022
Q2 | $10.7M | Sell |
150,550
-34,604
| -19% | -$2.73M | 1.43% | 17 |
|
|
2022
Q1 | $15.9M | Sell |
185,154
-14,326
| -7% | -$1.31M | 1.95% | 8 |
|
|
2021
Q4 | $20.4M | Buy |
199,480
+20,028
| +11% | +$1.99M | 2.33% | 7 |
|
|
2021
Q3 | $16.1M | Buy |
179,452
+44,614
| +33% | +$4.05M | 2.17% | 8 |
|
|
2021
Q2 | $12.4M | Buy |
134,838
+10,264
| +8% | +$894K | 1.82% | 10 |
|
|
2021
Q1 | $10.5M | Buy |
124,574
+4,562
| +4% | +$379K | 1.69% | 12 |
|
|
2020
Q4 | $10.2M | Buy |
120,012
+9,756
| +9% | +$752K | 1.75% | 11 |
|
|
2020
Q3 | $8.1M | Buy |
110,256
+8,138
| +8% | +$576K | 1.64% | 14 |
|
|
2020
Q2 | $6.52M | Sell |
102,118
-10,798
| -10% | -$637K | 1.58% | 16 |
|
|
2020
Q1 | $5.54M | Sell |
112,916
-3,562
| -3% | -$210K | 1.3% | 15 |
|
|
2019
Q4 | $7.3M | Buy |
116,478
+7,306
| +7% | +$444K | 1.49% | 12 |
|
|
2019
Q3 | $6.59M | Sell |
109,172
-902
| -0.8% | -$54.4K | 1.48% | 12 |
|
|
2019
Q2 | $6.56M | Buy |
110,074
+16
| +0% | +$936 | 1.52% | 11 |
|
|
2019
Q1 | $6.26M | Buy |
110,058
+1,880
| +2% | +$102K | 1.49% | 12 |
|
|
2018
Q4 | $5.36M | Buy |
108,178
+1,534
| +1% | +$81.1K | 1.3% | 13 |
|
|
2018
Q3 | $6.25M | Sell |
106,644
-4,652
| -4% | -$265K | 1.52% | 12 |
|
|
2018
Q2 | $6.08M | Buy |
111,296
+636
| +0.6% | +$33.6K | 1.58% | 11 |
|
|
2018
Q1 | $5.6M | Buy |
110,660
+628
| +0.6% | +$32.7K | 1.52% | 12 |
|
|
2017
Q4 | $5.43M | Buy |
110,032
+220
| +0.2% | +$10.4K | 1.45% | 12 |
|
|
2017
Q3 | $4.95M | Buy |
109,812
+3,864
| +4% | +$174K | 1.38% | 13 |
|
|
2017
Q2 | $4.75M | Buy |
105,948
+836
| +0.8% | +$37.4K | 1.33% | 14 |
|
|
2017
Q1 | $4.62M | Buy |
105,112
+22,678
| +28% | +$971K | 1.38% | 14 |
|
|
2016
Q4 | $3.35M | Buy |
82,434
+4,226
| +5% | +$171K | 1.12% | 17 |
|
|
2016
Q3 | $3.13M | Buy |
78,208
+28,680
| +58% | +$1.16M | 1.07% | 17 |
|
|
2016
Q2 | $1.93M | Buy |
49,528
+2,158
| +5% | +$84.9K | 0.75% | 33 |
|
|
2016
Q1 | $1.87M | Sell |
47,370
-6,580
| -12% | -$245K | 0.63% | 34 |
|
|
2015
Q4 | $2.11M | Buy |
53,950
+3,574
| +7% | +$142K | 0.74% | 30 |
|
|
2015
Q3 | $1.87M | Buy |
50,376
+2,858
| +6% | +$110K | 0.78% | 32 |
|
|
2015
Q2 | $1.82M | Buy |
47,518
+4,454
| +10% | +$170K | 0.71% | 35 |
|
|
2015
Q1 | $1.62M | Buy |
+43,064
| New | +$1.58M | 0.46% | 44 |
|
Other funds holding XLY
MIFH
WBH Advisory's XLY Position: Q2 2026 in Review
WBH Advisory reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.6% in Q2 2026, selling an estimated $999K and leaving 144,694 shares worth $17M. The position accounts for 1.14% of the portfolio, ranked #23.
WBH Advisory first reported a position in XLY in Q1 2015 and has held it in 45 quarters since. The position peaked at $20.4M in Q4 2021. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- WBH Advisory held 144,694 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $17M as of Q2 2026.
- WBH Advisory sold 8,560 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $999K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 1.14% of WBH Advisory's portfolio in Q2 2026, its #23 holding.
- WBH Advisory first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and has held it in 45 quarters since.
- WBH Advisory's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $20.4M in Q4 2021.
- 1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.