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

Wealth Architects’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	$300K	Sell	2,555 -1,473	-37%	-$172K	0.02%	199
2026 Q1	$439K	Hold	4,028	–	–	0.04%	150
2025 Q4	$481K	Hold	4,028	–	–	0.04%	145
2025 Q3	$483K	Hold	4,028	–	–	0.05%	141
2025 Q2	$438K	Hold	4,028	–	–	0.04%	146
2025 Q1	$398K	Buy	4,028 +230	+6%	+$24.9K	0.04%	149
2024 Q4	$426K	Buy	3,798 +1,400	+58%	+$150K	0.05%	139
2024 Q3	$240K	Hold	2,398	–	–	0.03%	186
2024 Q2	$219K	Hold	2,398	–	–	0.03%	194
2024 Q1	$220K	Sell	2,398 -8	-0.3%	-$712	0.03%	193
2023 Q4	$215K	Sell	2,406 -84	-3%	-$6.96K	0.03%	186
2023 Q3	$200K	Buy	+2,490	New	+$211K	0.03%	178
2022 Q2	–	Sell	-2,282	Closed	-$211K	–	213
2022 Q1	$211K	Sell	2,282 -46	-2%	-$4.21K	0.04%	187
2021 Q4	$238K	Buy	2,328 +12	+0.5%	+$1.2K	0.04%	167
2021 Q3	$208K	Buy	+2,316	New	+$210K	0.04%	172

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

Wealth Architects's XLY Position: Q2 2026 in Review

Wealth Architects reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 37% in Q2 2026, selling an estimated $172K and leaving 2,555 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #199.

Wealth Architects first reported a position in XLY in Q3 2021 and has held it in 15 quarters since. The position peaked at $483K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Wealth Architects held 2,555 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $300K as of Q2 2026.
Wealth Architects sold 1,473 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $172K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #199 holding.
Wealth Architects first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and has held it in 15 quarters since.
Wealth Architects's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $483K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.