Wellspring Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Wellspring Financial Advisors’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	$2.32M	Sell	19,805 -30	-0.2%	-$3.5K	0.15%	61
2026 Q1	$2.16M	Sell	19,835 -3,923	-17%	-$458K	0.16%	57
2025 Q4	$2.84M	Sell	23,758 -19,230	-45%	-$2.28M	0.22%	42
2025 Q3	$5.15M	Sell	42,988 -14,122	-25%	-$1.62M	0.47%	29
2025 Q2	$6.21M	Sell	57,110 -17,702	-24%	-$1.81M	0.62%	26
2025 Q1	$7.39M	Sell	74,812 -154,074	-67%	-$16.7M	0.82%	20
2024 Q4	$25.7M	Sell	228,886 -5,212	-2%	-$557K	2.68%	10
2024 Q3	$23.5M	Sell	234,098 -10,958	-4%	-$1.02M	2.8%	9
2024 Q2	$22.3M	Buy	245,056 +29,984	+14%	+$2.66M	3.04%	7
2024 Q1	$19.8M	Buy	215,072 +87,676	+69%	+$7.81M	3.12%	7
2023 Q4	$11.4M	Buy	+127,396	New	+$10.6M	2.83%	10

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

Wellspring Financial Advisors's XLY Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.15% in Q2 2026, selling an estimated $3.5K and leaving 19,805 shares worth $2.32M. The position accounts for 0.15% of the portfolio, ranked #61.

Wellspring Financial Advisors first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.7M in Q4 2024. 385 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Wellspring Financial Advisors held 19,805 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.32M as of Q2 2026.
Wellspring Financial Advisors sold 30 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $3.5K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.15% of Wellspring Financial Advisors's portfolio in Q2 2026, its #61 holding.
Wellspring Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Wellspring Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $25.7M in Q4 2024.
385 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.