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

WCG 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 Q1	$10.9M	Sell	100,353 -9,268	-8%	-$1.08M	0.31%	89
2025 Q4	$13.1M	Buy	109,621 +65,291	+147%	+$7.74M	0.37%	72
2025 Q3	$5.31M	Buy	44,330 +836	+2%	+$95.7K	0.33%	82
2025 Q2	$4.73M	Buy	+43,494	New	+$4.45M	0.31%	88
2022 Q4	–	Sell	-10,640	Closed	-$866K	–	286
2022 Q3	$866K	Buy	10,640 +7,542	+243%	+$590K	0.11%	138
2022 Q2	$213K	Buy	+3,098	New	+$244K	0.03%	257

Other funds holding XLY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return