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 Q3	$400K	Sell	3,678 -10	-0.3%	-$1.15K	0.12%	107
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

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Wealth Quarterback's XLY Position: Q3 2026 in Review

Wealth Quarterback reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.27% in Q3 2026, selling an estimated $1.15K and leaving 3,678 shares worth $400K. The position accounts for 0.12% of the portfolio, ranked #107.

Wealth Quarterback first reported a position in XLY in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.81M in Q3 2025. 402 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Wealth Quarterback held 3,678 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $400K as of Q3 2026.
Wealth Quarterback sold 10 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $1.15K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.12% of Wealth Quarterback's portfolio in Q3 2026, its #107 holding.
Wealth Quarterback first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and has held it in 13 quarters since.
Wealth Quarterback's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.81M in Q3 2025.
402 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.