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

Wealth Quarterback’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	$433K	Sell	3,688 -88	-2%	-$10.3K	0.13%	103
2026 Q1	$411K	Sell	3,776 -1,929	-34%	-$225K	0.16%	98
2025 Q4	$681K	Sell	5,705 -17,765	-76%	-$2.11M	0.25%	67
2025 Q3	$2.81M	Buy	23,470 +640	+3%	+$73.2K	1.09%	20
2025 Q2	$2.48M	Buy	22,830 +18,644	+445%	+$1.91M	1.18%	19
2025 Q1	$413K	Buy	4,186 +10	+0.2%	+$1.08K	0.23%	82
2024 Q4	$468K	Buy	4,176 +8	+0.2%	+$856	0.22%	69
2024 Q3	$418K	Sell	4,168 -158	-4%	-$14.8K	0.22%	81
2024 Q2	$395K	Buy	4,326 +10	+0.2%	+$888	0.22%	78
2024 Q1	$397K	Sell	4,316 -1,158	-21%	-$103K	0.22%	78
2023 Q4	$489K	Buy	+5,474	New	+$453K	0.3%	74
2021 Q3	–	Sell	-58	Closed	-$6K	–	891
2021 Q2	$6K	Buy	+58	New	+$5.05K	﹤0.01%	595

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 Quarterback's XLY Position: Q2 2026 in Review

Wealth Quarterback reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.3% in Q2 2026, selling an estimated $10.3K and leaving 3,688 shares worth $433K. The position accounts for 0.13% of the portfolio, ranked #103.

Wealth Quarterback first reported a position in XLY in Q2 2021 and has held it in 12 quarters since. The position peaked at $2.81M in Q3 2025. 1,310 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Wealth Quarterback held 3,688 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $433K as of Q2 2026.
Wealth Quarterback sold 88 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $10.3K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.13% of Wealth Quarterback's portfolio in Q2 2026, its #103 holding.
Wealth Quarterback first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and has held it in 12 quarters since.
Wealth Quarterback's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.81M in Q3 2025.
1,310 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.