AssuredPartners Investment 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
$258K Buy
+2,200
New +$257K 0.03% 364
2026
Q1
– Sell
-1,825
Closed -$218K – 434
2025
Q4
$218K Buy
+1,825
New +$216K 0.03% 321
2025
Q2
– Sell
-2,442
Closed -$241K – 338
2025
Q1
$241K Sell
2,442
-202
-8% -$21.9K 0.05% 291
2024
Q4
$297K Buy
+2,644
New +$283K 0.06% 275

Other funds holding XLY

AssuredPartners Investment Advisors's XLY Position: Q2 2026 in Review

AssuredPartners Investment Advisors opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 2,200 shares worth $258K. The stake represents 0.03% of the portfolio and ranks #364 among its holdings. This is a return to the name: AssuredPartners Investment Advisors previously reported a position in XLY as recently as Q4 2025.

AssuredPartners Investment Advisors first reported a position in XLY in Q4 2024 and has held it in 4 quarters since. The position peaked at $297K in Q4 2024. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • AssuredPartners Investment Advisors held 2,200 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $258K as of Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new AssuredPartners Investment Advisors position in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #364 holding.
  • AssuredPartners Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
  • AssuredPartners Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $297K in Q4 2024.
  • 1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.