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AFG Fiduciary Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

AFG Fiduciary Services’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 		$1.44M Buy
12,330
+372
+3% +$43.4K 1.12% 23
2026
Q1 		$1.3M Buy
11,958
+207
+2% +$24.2K 0.76% 29
2025
Q4 		$1.39M Sell
11,751
-197
-2% -$23.4K 0.83% 27
2025
Q3 		$1.44M Sell
11,948
-30
-0.3% -$3.43K 0.83% 28
2025
Q2 		$1.31M Sell
11,978
-510
-4% -$52.2K 0.84% 28
2025
Q1 		$1.22M Sell
12,488
-164
-1% -$17.8K 0.89% 24
2024
Q4 		$1.44M Sell
12,652
-1,044
-8% -$112K 1.01% 23
2024
Q3 		$1.35M Buy
13,696
+334
+2% +$31.2K 0.91% 19
2024
Q2 		$1.27M Buy
13,362
+54
+0.4% +$4.8K 0.88% 22
2024
Q1 		$1.21M Buy
13,308
+90
+0.7% +$8.01K 0.89% 20
2023
Q4 		$1.16M Buy
13,218
+5,634
+74% +$467K 0.94% 21
2023
Q3 		$603K Sell
7,584
-10,664
-58% -$902K 0.53% 37
2023
Q2 		$1.6M Buy
18,248
+10,380
+132% +$795K 1.2% 19
2023
Q1 		$588K Sell
7,868
-522
-6% -$37.4K 0.54% 35
2022
Q4 		$542K Buy
8,390
+464
+6% +$32.4K 0.51% 37
2022
Q3 		$565K Buy
7,926
+170
+2% +$13.3K 0.53% 36
2022
Q2 		$533K Buy
7,756
+92
+1% +$7.25K 0.46% 48
2022
Q1 		$709K Buy
7,664
+394
+5% +$36.1K 0.5% 43
2021
Q4 		$743K Buy
+7,270
New +$724K 0.52% 35

Other funds holding XLY

TC
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 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
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

AFG Fiduciary Services's XLY Position: Q2 2026 in Review

AFG Fiduciary Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.1% in Q2 2026, buying an estimated $43.4K and bringing the position to 12,330 shares worth $1.44M. The position accounts for 1.12% of the portfolio, ranked #23.

AFG Fiduciary Services first reported a position in XLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.6M in Q2 2023. 264 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • AFG Fiduciary Services held 12,330 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.44M as of Q2 2026.
  • AFG Fiduciary Services bought 372 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $43.4K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 1.12% of AFG Fiduciary Services's portfolio in Q2 2026, its #23 holding.
  • AFG Fiduciary Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • AFG Fiduciary Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.6M in Q2 2023.
  • 264 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.