Archford Capital Strategies’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Archford Capital Strategies’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	$904K	Sell	7,710 -15	-0.2%	-$1.75K	0.09%	184
2026 Q1	$842K	Hold	7,725	–	–	0.1%	185
2025 Q4	$922K	Sell	7,725 -1	-0%	-$119	0.11%	169
2025 Q3	$926K	Hold	7,726	–	–	0.11%	173
2025 Q2	$839K	Sell	7,726 -16	-0.2%	-$1.64K	0.11%	168
2025 Q1	$764K	Buy	7,742 +16	+0.2%	+$1.74K	0.11%	168
2024 Q4	$867K	Hold	7,726	–	–	0.13%	142
2024 Q3	$763K	Sell	7,726 -912	-11%	-$85.3K	0.11%	143
2024 Q2	$788K	Hold	8,638	–	–	0.13%	144
2024 Q1	$794K	Hold	8,638	–	–	0.13%	141
2023 Q4	$772K	Hold	8,638	–	–	0.14%	139
2023 Q3	$695K	Hold	8,638	–	–	0.14%	157
2023 Q2	$743K	Hold	8,638	–	–	0.14%	156
2023 Q1	$626K	Buy	8,638 +256	+3%	+$18.4K	0.13%	171
2022 Q4	$541K	Sell	8,382 -408	-5%	-$28.4K	0.12%	185
2022 Q3	$626K	Sell	8,790 -116	-1%	-$9.08K	0.16%	158
2022 Q2	$612K	Buy	8,906 +4	+0%	+$315	0.15%	163
2022 Q1	$823K	Sell	8,902 -30	-0.3%	-$2.75K	0.18%	138
2021 Q4	$913K	Sell	8,932 -40	-0.4%	-$3.98K	0.21%	124
2021 Q3	$805K	Sell	8,972 -62	-0.7%	-$5.63K	0.19%	137
2021 Q2	$807K	Sell	9,034 -374	-4%	-$32.6K	0.2%	131
2021 Q1	$840K	Sell	9,408 -686	-7%	-$57.1K	0.22%	123
2020 Q4	$852K	Sell	10,094 -958	-9%	-$73.9K	0.2%	148
2020 Q3	$812K	Sell	11,052 -1,352	-11%	-$95.7K	0.22%	136
2020 Q2	$792K	Sell	12,404 -39,862	-76%	-$2.35M	0.24%	128
2020 Q1	$2.56M	Sell	52,266 -2,316	-4%	-$137K	1%	20
2019 Q4	$3.42M	Sell	54,582 -26	-0%	-$1.58K	1.18%	14
2019 Q3	$3.3M	Sell	54,608 -176	-0.3%	-$10.6K	1.23%	16
2019 Q2	$3.27M	Sell	54,784 -2,428	-4%	-$142K	1.19%	14
2019 Q1	$3.26M	Sell	57,212 -32,728	-36%	-$1.77M	1.2%	16
2018 Q4	$4.45M	Sell	89,940 -22,480	-20%	-$1.19M	1.79%	8
2018 Q3	$6.59M	Sell	112,420 -14,638	-12%	-$834K	2.4%	4
2018 Q2	$6.94M	Sell	127,058 -22,166	-15%	-$1.17M	2.45%	4
2018 Q1	$7.36M	Buy	149,224 +800	+0.5%	+$41.7K	3.07%	3
2017 Q4	$7.32M	Sell	148,424 -4,758	-3%	-$224K	2.73%	3
2017 Q3	$6.9M	Buy	153,182 +638	+0.4%	+$28.7K	2.59%	3
2017 Q2	$6.84M	Buy	152,544 +464	+0.3%	+$20.8K	2.7%	3
2017 Q1	$6.69M	Buy	152,080 +1,148	+0.8%	+$49.2K	2.52%	3
2016 Q4	$6.14M	Buy	150,932 +2,752	+2%	+$111K	2.59%	3
2016 Q3	$5.93M	Buy	148,180 +4,930	+3%	+$199K	2.44%	3
2016 Q2	$5.59M	Buy	143,250 +3,118	+2%	+$123K	2.94%	3
2016 Q1	$5.54M	Buy	140,132 +17,138	+14%	+$639K	2.65%	4
2015 Q4	$4.81M	Buy	122,994 +3,754	+3%	+$149K	2.19%	5
2015 Q3	$4.43M	Buy	119,240 +1,536	+1%	+$59K	3.31%	4
2015 Q2	$4.5M	Sell	117,704 -5,826	-5%	-$223K	3.21%	5
2015 Q1	$4.65M	Buy	123,530 +4,168	+3%	+$153K	3.2%	4
2014 Q4	$4.31M	Buy	119,362 +4,308	+4%	+$148K	3.17%	4
2014 Q3	$3.84M	Buy	115,054 +6,332	+6%	+$214K	3.05%	4
2014 Q2	$3.63M	Buy	108,722 +66,008	+155%	+$2.14M	2.81%	5
2014 Q1	$1.38M	Buy	+42,714	New	+$1.39M	1.15%	16

Other funds holding XLY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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

Archford Capital Strategies's XLY Position: Q2 2026 in Review

Archford Capital Strategies reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.19% in Q2 2026, selling an estimated $1.75K and leaving 7,710 shares worth $904K. The position accounts for 0.09% of the portfolio, ranked #184.

Archford Capital Strategies first reported a position in XLY in Q1 2014 and has held it in 50 quarters since. The position peaked at $7.36M in Q1 2018. 578 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Archford Capital Strategies held 7,710 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $904K as of Q2 2026.
Archford Capital Strategies sold 15 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.75K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Archford Capital Strategies's portfolio in Q2 2026, its #184 holding.
Archford Capital Strategies first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2014 and has held it in 50 quarters since.
Archford Capital Strategies's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7.36M in Q1 2018.
578 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.