Wedmont Private Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Wedmont Private Capital’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	$495K	Buy	4,218 +9	+0.2%	+$1.05K	0.01%	556
2026 Q1	$466K	Sell	4,209 -540	-11%	-$63.1K	0.02%	517
2025 Q4	$574K	Buy	4,749 +5	+0.1%	+$593	0.02%	422
2025 Q3	$559K	Buy	4,744 +6	+0.1%	+$687	0.02%	434
2025 Q2	$519K	Buy	4,738 +78	+2%	+$7.98K	0.02%	416
2025 Q1	$442K	Sell	4,660 -138	-3%	-$15K	0.02%	416
2024 Q4	$530K	Buy	4,798 +952	+25%	+$102K	0.03%	358
2024 Q3	$375K	Buy	3,846 +4	+0.1%	+$374	0.02%	447
2024 Q2	$368K	Buy	3,842 +6	+0.2%	+$533	0.02%	429
2024 Q1	$348K	Buy	3,836 +6	+0.2%	+$534	0.03%	414
2023 Q4	$336K	Buy	3,830 +4	+0.1%	+$331	0.03%	394
2023 Q3	$308K	Buy	3,826 +6	+0.2%	+$507	0.03%	370
2023 Q2	$334K	Buy	3,820 +978	+34%	+$74.9K	0.04%	357
2023 Q1	$207K	Buy	+2,842	New	+$204K	0.03%	439
2022 Q2	–	Sell	-2,604	Closed	-$247K	–	390
2022 Q1	$247K	Buy	+2,604	New	+$239K	0.06%	274

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

TAM

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

Wedmont Private Capital's XLY Position: Q2 2026 in Review

Wedmont Private Capital increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.21% in Q2 2026, buying an estimated $1.05K and bringing the position to 4,218 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #556.

Wedmont Private Capital first reported a position in XLY in Q1 2022 and has held it in 15 quarters since. The position peaked at $574K in Q4 2025. 432 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Wedmont Private Capital held 4,218 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $495K as of Q2 2026.
Wedmont Private Capital bought 9 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.05K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #556 holding.
Wedmont Private Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
Wedmont Private Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $574K in Q4 2025.
432 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.