Wolff Wiese Magana’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Wolff Wiese Magana’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	$14.1K	Hold	120	–	–	0.01%	432
2026 Q1	$13.1K	Hold	120	–	–	0.01%	418
2025 Q4	$14.3K	Sell	120 -96	-44%	-$11.4K	0.01%	370
2025 Q3	$25.9K	Buy	216 +136	+170%	+$15.6K	0.01%	282
2025 Q2	$8.69K	Hold	80	–	–	0.01%	451
2025 Q1	$7.9K	Hold	80	–	–	0.01%	456
2024 Q4	$8.97K	Hold	80	–	–	0.01%	439
2024 Q3	$8.02K	Hold	80	–	–	0.01%	491
2024 Q2	$7.3K	Hold	80	–	–	0.01%	369
2024 Q1	$7.36K	Hold	80	–	–	0.01%	335
2023 Q4	$7.15K	Sell	80 -100	-56%	-$8.28K	0.01%	331
2023 Q3	$14.5K	Hold	180	–	–	0.01%	302
2023 Q2	$15.3K	Hold	180	–	–	0.01%	306
2023 Q1	$13.5K	Hold	180	–	–	0.01%	315
2022 Q4	$11.6K	Hold	180	–	–	0.01%	320
2022 Q3	$13K	Hold	180	–	–	0.01%	470
2022 Q2	$12K	Hold	180	–	–	0.01%	511
2022 Q1	$16K	Buy	180 +80	+80%	+$7.33K	0.01%	474
2021 Q4	$10K	Buy	100 +44	+79%	+$4.38K	0.01%	556
2021 Q3	$5K	Hold	56	–	–	﹤0.01%	633
2021 Q2	$5K	Hold	56	–	–	﹤0.01%	641
2021 Q1	$5K	Hold	56	–	–	﹤0.01%	601
2020 Q4	$5K	Buy	+56	New	+$4.32K	﹤0.01%	548

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

Wolff Wiese Magana's XLY Position: Q2 2026 in Review

Wolff Wiese Magana held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 120 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #432.

Wolff Wiese Magana first reported a position in XLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $25.9K in Q3 2025. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Wolff Wiese Magana held 120 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $14.1K as of Q2 2026.
Wolff Wiese Magana left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #432 holding.
Wolff Wiese Magana first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $25.9K in Q3 2025.
421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.