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ARS Investment Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

ARS Investment Partners’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 		$2.5M Buy
21,284
+272
+1% +$31.7K 0.11% 76
2026
Q1 		$2.29M Sell
21,012
-2,521
-11% -$295K 0.12% 72
2025
Q4 		$2.81M Buy
23,533
+1,503
+7% +$178K 0.16% 66
2025
Q3 		$2.64M Buy
22,030
+3,164
+17% +$362K 0.17% 64
2025
Q2 		$2.05M Buy
18,866
+2,356
+14% +$241K 0.15% 71
2025
Q1 		$1.85M Sell
16,510
-310
-2% -$33.6K 0.17% 66
2024
Q4 		$1.89M Sell
16,820
-1,298
-7% -$139K 0.17% 65
2024
Q3 		$1.82M Buy
18,118
+1,782
+11% +$167K 0.16% 67
2024
Q2 		$1.49M Buy
16,336
+146
+0.9% +$13K 0.14% 66
2024
Q1 		$1.49M Sell
16,190
-288
-2% -$25.6K 0.15% 69
2023
Q4 		$1.47M Buy
16,478
+62
+0.4% +$5.13K 0.16% 68
2023
Q3 		$1.32M Buy
16,416
+536
+3% +$45.3K 0.16% 67
2023
Q2 		$1.35M Buy
15,880
+42
+0.3% +$3.22K 0.16% 70
2023
Q1 		$1.18M Sell
15,838
-844
-5% -$60.5K 0.14% 76
2022
Q4 		$1.08M Buy
16,682
+104
+0.6% +$7.25K 0.14% 71
2022
Q3 		$1.18M Buy
16,578
+966
+6% +$75.6K 0.16% 70
2022
Q2 		$1.07M Sell
15,612
-49,016
-76% -$3.86M 0.15% 70
2022
Q1 		$5.98M Sell
64,628
-732
-1% -$67K 0.58% 43
2021
Q4 		$6.68M Sell
65,360
-1,210
-2% -$121K 0.61% 45
2021
Q3 		$5.97M Buy
66,570
+1,050
+2% +$95.4K 0.6% 44
2021
Q2 		$5.85M Buy
65,520
+500
+0.8% +$43.5K 0.6% 45
2021
Q1 		$5.46M Buy
65,020
+962
+2% +$80K 0.63% 43
2020
Q4 		$5.15M Buy
64,058
+5,838
+10% +$450K 0.63% 45
2020
Q3 		$4.28M Buy
+58,220
New +$4.12M 0.67% 42
2020
Q2 		– Sell
-50,264
Closed -$2.46M – 99
2020
Q1 		$2.46M Buy
50,264
+2,556
+5% +$151K 0.6% 36
2019
Q4 		$2.99M Sell
47,708
-1,980
-4% -$120K 0.5% 44
2019
Q3 		$3M Buy
49,688
+9,752
+24% +$588K 0.54% 42
2019
Q2 		$2.38M Buy
39,936
+822
+2% +$48.1K 0.4% 54
2019
Q1 		$2.23M Buy
39,114
+3,378
+9% +$183K 0.4% 53
2018
Q4 		$1.77M Buy
35,736
+3,338
+10% +$176K 0.37% 55
2018
Q3 		$1.9M Buy
32,398
+5,618
+21% +$320K 0.29% 62
2018
Q2 		$1.46M Sell
26,780
-14,776
-36% -$781K 0.23% 68
2018
Q1 		$2.1M Buy
41,556
+2,178
+6% +$114K 0.26% 69
2017
Q4 		$1.94M Buy
39,378
+3,486
+10% +$164K 0.23% 74
2017
Q3 		$1.62M Buy
35,892
+1,518
+4% +$68.3K 0.21% 80
2017
Q2 		$1.54M Buy
34,374
+8,038
+31% +$360K 0.21% 83
2017
Q1 		$1.16M Buy
26,336
+6,952
+36% +$298K 0.17% 96
2016
Q4 		$789K Sell
19,384
-157,322
-89% -$6.35M 0.12% 111
2016
Q3 		$7.07M Buy
176,706
+5,568
+3% +$224K 1.55% 26
2016
Q2 		$6.68M Sell
171,138
-3,106
-2% -$122K 1.5% 30
2016
Q1 		$6.89M Buy
174,244
+11,390
+7% +$424K 1.61% 24
2015
Q4 		$6.36M Sell
162,854
-2,678
-2% -$106K 1.49% 30
2015
Q3 		$6.15M Sell
165,532
-6,380
-4% -$245K 1.41% 34
2015
Q2 		$6.57M Buy
171,912
+7,638
+5% +$292K 1.2% 36
2015
Q1 		$6.19M Sell
164,274
-4,026
-2% -$148K 1.15% 39
2014
Q4 		$6.07M Buy
168,300
+4,312
+3% +$148K 1.03% 41
2014
Q3 		$5.47M Buy
163,988
+7,134
+5% +$241K 0.83% 40
2014
Q2 		$5.23M Buy
156,854
+6,736
+4% +$219K 0.81% 42
2014
Q1 		$4.86M Buy
150,118
+53,850
+56% +$1.76M 0.86% 40
2013
Q4 		$3.22M Buy
+96,268
New +$3.06M 0.54% 49

Other funds holding XLY

WA
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
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
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

ARS Investment Partners's XLY Position: Q2 2026 in Review

ARS Investment Partners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.3% in Q2 2026, buying an estimated $31.7K and bringing the position to 21,284 shares worth $2.5M. The position accounts for 0.11% of the portfolio, ranked #76.

ARS Investment Partners first reported a position in XLY in Q4 2013 and has held it in 50 quarters since. The position peaked at $7.07M in Q3 2016. 371 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • ARS Investment Partners held 21,284 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.5M as of Q2 2026.
  • ARS Investment Partners bought 272 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $31.7K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of ARS Investment Partners's portfolio in Q2 2026, its #76 holding.
  • ARS Investment Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and has held it in 50 quarters since.
  • ARS Investment Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7.07M in Q3 2016.
  • 371 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.