Atala Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Atala Financial’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	$565K	Hold	4,135	–	–	0.34%	68
2026 Q1	$671K	Hold	4,135	–	–	0.45%	56
2025 Q4	$498K	Sell	4,135 -4,135	-50%	-$490K	0.32%	68
2025 Q3	$466K	Buy	+8,270	New	+$946K	0.29%	65
2025 Q2	–	Sell	-50	Closed	-$4.94K	–	460
2025 Q1	$4.94K	Hold	50	–	–	﹤0.01%	418
2024 Q4	$5.61K	Buy	+50	New	+$5.35K	﹤0.01%	409

Other funds holding XLY

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

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

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

Atala Financial's XLY Position: Q2 2026 in Review

Atala Financial held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 4,135 shares worth $565K. The position accounts for 0.34% of the portfolio, ranked #68.

Atala Financial first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $671K in Q1 2026. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Atala Financial held 4,135 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $565K as of Q2 2026.
Atala Financial left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.34% of Atala Financial's portfolio in Q2 2026, its #68 holding.
Atala Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Atala Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $671K in Q1 2026.
421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.