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Armstrong Advisory Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Armstrong Advisory 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 		$34M Buy
289,741
+3,315
+1% +$387K 2.07% 11
2026
Q1 		$31.2M Sell
286,426
-21,791
-7% -$2.55M 2.09% 11
2025
Q4 		$36.8M Buy
308,217
+3,529
+1% +$418K 2.49% 11
2025
Q3 		$36.5M Sell
304,688
-976
-0.3% -$112K 2.57% 10
2025
Q2 		$33.2M Buy
305,664
+4,284
+1% +$438K 2.51% 11
2025
Q1 		$33.8M Hold
301,380
– – 2.7% 9
2024
Q4 		$33.8M Buy
301,380
+8,708
+3% +$931K 2.7% 9
2024
Q3 		$29.3M Sell
292,672
-71,620
-20% -$6.69M 2.43% 11
2024
Q2 		$33.2M Sell
364,292
-29,352
-7% -$2.61M 2.94% 10
2024
Q1 		$35.2M Hold
393,644
– – 3.42% 9
2023
Q4 		$35.2M Buy
393,644
+3,242
+0.8% +$269K 3.42% 9
2023
Q3 		$31.4M Sell
390,402
-13,476
-3% -$1.14M 3.43% 9
2023
Q2 		$34.3M Buy
403,878
+5,406
+1% +$414K 3.64% 9
2023
Q1 		$29.8M Buy
398,472
+160,074
+67% +$11.5M 3.52% 9
2022
Q4 		$15.4M Buy
+238,398
New +$16.6M 2.03% 13

Other funds holding XLY

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Armstrong Advisory Group's XLY Position: Q2 2026 in Review

Armstrong Advisory Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.2% in Q2 2026, buying an estimated $387K and bringing the position to 289,741 shares worth $34M. The position accounts for 2.07% of the portfolio, ranked #11.

Armstrong Advisory Group first reported a position in XLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $36.8M in Q4 2025. 235 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Armstrong Advisory Group held 289,741 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $34M as of Q2 2026.
  • Armstrong Advisory Group bought 3,315 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $387K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 2.07% of Armstrong Advisory Group's portfolio in Q2 2026, its #11 holding.
  • Armstrong Advisory Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Armstrong Advisory Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $36.8M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.