Acorn Financial Advisory Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.22M Buy
10,401
+1,160
+13% +$135K 0.16% 71
2026
Q1
$1.01M Buy
9,241
+481
+5% +$56.2K 0.14% 74
2025
Q4
$1.05M Buy
8,760
+846
+11% +$100K 0.15% 70
2025
Q3
$948K Buy
7,914
+1,570
+25% +$180K 0.15% 70
2025
Q2
$689K Buy
6,344
+1,256
+25% +$128K 0.11% 93
2025
Q1
$502K Buy
5,088
+396
+8% +$42.9K 0.09% 108
2024
Q4
$526K Buy
4,692
+446
+11% +$47.7K 0.09% 110
2024
Q3
$425K Hold
4,246
0.08% 125
2024
Q2
$387K Buy
4,246
+710
+20% +$63.1K 0.07% 126
2024
Q1
$325K Buy
+3,536
New +$315K 0.06% 149

Other funds holding XLY

Acorn Financial Advisory Services's XLY Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 13% in Q2 2026, buying an estimated $135K and bringing the position to 10,401 shares worth $1.22M. The position accounts for 0.16% of the portfolio, ranked #71.

Acorn Financial Advisory Services first reported a position in XLY in Q1 2024 and has held it in 10 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Acorn Financial Advisory Services held 10,401 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.22M as of Q2 2026.
  • Acorn Financial Advisory Services bought 1,160 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $135K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.16% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #71 holding.
  • Acorn Financial Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.