WCG Wealth Advisors’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
$11.6M Sell
98,976
-1,377
-1% -$161K 0.28% 94
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

WCG Wealth Advisors's XLY Position: Q2 2026 in Review

WCG Wealth Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.4% in Q2 2026, selling an estimated $161K and leaving 98,976 shares worth $11.6M. The position accounts for 0.28% of the portfolio, ranked #94.

WCG Wealth Advisors first reported a position in XLY in Q2 2022 and has held it in 7 quarters since. The position peaked at $13.1M in Q4 2025. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • WCG Wealth Advisors held 98,976 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $11.6M as of Q2 2026.
  • WCG Wealth Advisors sold 1,377 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $161K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.28% of WCG Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • WCG Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2022 and has held it in 7 quarters since.
  • WCG Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $13.1M in Q4 2025.
  • 1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.