Wealthcare Advisory Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Wealthcare Advisory Partners’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	$541K	Sell	4,616 -319	-6%	-$37.2K	0.01%	688
2026 Q1	$538K	Sell	4,935 -412	-8%	-$48.2K	0.01%	678
2025 Q4	$638K	Sell	5,347 -5,405	-50%	-$641K	0.01%	622
2025 Q3	$1.29M	Buy	10,752 +1,372	+15%	+$157K	0.03%	438
2025 Q2	$1.02M	Buy	9,380 +2,982	+47%	+$305K	0.02%	479
2025 Q1	$632K	Sell	6,398 -1,618	-20%	-$175K	0.02%	546
2024 Q4	$899K	Buy	8,016 +4,316	+117%	+$462K	0.03%	444
2024 Q3	$371K	Sell	3,700 -6,526	-64%	-$610K	0.01%	649
2024 Q2	$933K	Buy	10,226 +2,532	+33%	+$225K	0.03%	402
2024 Q1	$707K	Sell	7,694 -714	-8%	-$63.6K	0.02%	473
2023 Q4	$752K	Buy	+8,408	New	+$696K	0.03%	392
2023 Q3	–	Sell	-2,702	Closed	-$229K	–	749
2023 Q2	$229K	Sell	2,702 -1,152	-30%	-$88.2K	0.01%	638
2023 Q1	$288K	Buy	3,854 +752	+24%	+$53.9K	0.01%	586
2022 Q4	$200K	Sell	3,102 -302	-9%	-$21.1K	0.01%	659
2022 Q3	$242K	Sell	3,404 -1,570	-32%	-$123K	0.01%	530
2022 Q2	$342K	Buy	4,974 +1,438	+41%	+$113K	0.02%	395
2022 Q1	$327K	Sell	3,536 -2,054	-37%	-$188K	0.02%	394
2021 Q4	$571K	Buy	5,590 +2,376	+74%	+$237K	0.03%	297
2021 Q3	$288K	Buy	3,214 +816	+34%	+$74.1K	0.02%	427
2021 Q2	$214K	Sell	2,398 -1,894	-44%	-$165K	0.01%	510
2021 Q1	$361K	Buy	4,292 +1,546	+56%	+$129K	0.03%	349
2020 Q4	$221K	Sell	2,746 -1,898	-41%	-$146K	0.02%	376
2020 Q3	$341K	Buy	+4,644	New	+$329K	0.04%	259
2020 Q2	–	Sell	-2,898	Closed	-$142K	–	1386
2020 Q1	$142K	Sell	2,898 -1,918	-40%	-$113K	0.02%	316
2019 Q4	$302K	Sell	4,816 -388	-7%	-$23.6K	0.04%	241
2019 Q3	$314K	Buy	5,204 +3,136	+152%	+$189K	0.05%	206
2019 Q2	$123K	Buy	2,068 +296	+17%	+$17.3K	0.02%	343
2019 Q1	$101K	Buy	1,772 +2	+0.1%	+$108	0.02%	337
2018 Q4	$88K	Buy	1,770 +54	+3%	+$2.85K	0.02%	332
2018 Q3	$101K	Buy	1,716 +2	+0.1%	+$114	0.02%	337
2018 Q2	$94K	Buy	1,714 +680	+66%	+$35.9K	0.02%	336
2018 Q1	$52K	Buy	1,034 +90	+10%	+$4.69K	0.01%	390
2017 Q4	$47K	Buy	944 +128	+16%	+$6.02K	0.01%	385
2017 Q3	$37K	Buy	+816	New	+$36.7K	0.01%	350

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealthcare Advisory Partners's XLY Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6.5% in Q2 2026, selling an estimated $37.2K and leaving 4,616 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #688.

Wealthcare Advisory Partners first reported a position in XLY in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.29M in Q3 2025. 371 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Wealthcare Advisory Partners held 4,616 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $541K as of Q2 2026.
Wealthcare Advisory Partners sold 319 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $37.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #688 holding.
Wealthcare Advisory Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2017 and has held it in 34 quarters since.
Wealthcare Advisory Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.29M in Q3 2025.
371 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.