Annis Gardner Whiting Capital Advisors’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
Sell
-126
Closed -$13.7K 1279
2026
Q1
$13.7K Sell
126
-236
-65% -$27.6K ﹤0.01% 819
2025
Q4
$43.2K Buy
362
+152
+72% +$18K 0.01% 549
2025
Q3
$25.2K Sell
210
-212
-50% -$24.3K 0.01% 576
2025
Q2
$45.9K Buy
422
+224
+113% +$22.9K 0.02% 434
2025
Q1
$19.6K Hold
198
0.01% 457
2024
Q4
$22.2K Hold
198
0.01% 430
2024
Q3
$19.8K Sell
198
-44
-18% -$4.11K 0.01% 459
2024
Q2
$22K Buy
242
+2
+0.8% +$178 0.01% 550
2024
Q1
$22.1K Hold
240
0.01% 532
2023
Q4
$21.5K Hold
240
0.01% 390
2023
Q3
$19.3K Buy
+240
New +$20.3K 0.01% 393

Other funds holding XLY

Annis Gardner Whiting Capital Advisors's XLY Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 126 shares — an estimated $13.7K sold.

Annis Gardner Whiting Capital Advisors first reported a position in XLY in Q3 2023 and held it in 11 quarters. The position peaked at $45.9K in Q2 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 126 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $13.7K.
  • Annis Gardner Whiting Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $45.9K in Q2 2025.
  • 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.