Albion Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Albion Financial Group’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	$300K	Hold	2,562	–	–	0.02%	165
2026 Q1	$279K	Hold	2,562	–	–	0.02%	159
2025 Q4	$306K	Hold	2,562	–	–	0.02%	151
2025 Q3	$307K	Hold	2,562	–	–	0.02%	152
2025 Q2	$278K	Hold	2,562	–	–	0.02%	156
2025 Q1	$253K	Hold	2,562	–	–	0.02%	165
2024 Q4	$287K	Hold	2,562	–	–	0.02%	161
2024 Q3	$257K	Hold	2,562	–	–	0.02%	166
2024 Q2	$234K	Hold	2,562	–	–	0.02%	177
2024 Q1	$236K	Hold	2,562	–	–	0.02%	168
2023 Q4	$229K	Hold	2,562	–	–	0.02%	175
2023 Q3	$206K	Hold	2,562	–	–	0.02%	162
2023 Q2	$218K	Hold	2,562	–	–	0.02%	170
2023 Q1	$192K	Hold	2,562	–	–	0.02%	163
2022 Q4	$165K	Hold	2,562	–	–	0.02%	167
2022 Q3	$182K	Hold	2,562	–	–	0.02%	164
2022 Q2	$176K	Hold	2,562	–	–	0.02%	172
2022 Q1	$237K	Hold	2,562	–	–	0.02%	187
2021 Q4	$262K	Hold	2,562	–	–	0.02%	198
2021 Q3	$230K	Hold	2,562	–	–	0.02%	177
2021 Q2	$229K	Buy	+2,562	New	+$223K	0.02%	179
2020 Q4	$206K	Buy	+2,562	New	+$198K	0.02%	177

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Albion Financial Group's XLY Position: Q2 2026 in Review

Albion Financial Group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,562 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #165.

Albion Financial Group first reported a position in XLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $307K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Albion Financial Group held 2,562 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $300K as of Q2 2026.
Albion Financial Group 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 0.02% of Albion Financial Group's portfolio in Q2 2026, its #165 holding.
Albion Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Albion Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $307K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.