Atlas Capital Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Atlas Capital Advisors’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	$3.19M	Sell	27,186 -1,224	-4%	-$143K	0.35%	75
2026 Q1	$3.1M	Sell	28,410 -9,027	-24%	-$1.05M	0.35%	72
2025 Q4	$4.47M	Buy	+37,437	New	+$4.44M	0.5%	51
2025 Q2	$4M	Sell	36,844 -10,312	-22%	-$1.05M	0.49%	50
2025 Q1	$4.66M	Sell	47,156 -10,670	-18%	-$1.16M	0.58%	45
2024 Q4	$6.49M	Buy	57,826 +8,726	+18%	+$933K	0.82%	33
2024 Q3	$4.92M	Sell	49,100 -4,226	-8%	-$395K	0.75%	35
2024 Q2	$4.86M	Sell	53,326 -7,224	-12%	-$642K	0.63%	40
2024 Q1	$5.57M	Sell	60,550 -11,878	-16%	-$1.06M	0.87%	31
2023 Q4	$6.48M	Sell	72,428 -758	-1%	-$62.8K	0.94%	26
2023 Q3	$5.89M	Buy	73,186 +25,480	+53%	+$2.15M	0.97%	26
2023 Q2	$4.05M	Buy	47,706 +14,838	+45%	+$1.14M	0.61%	41
2023 Q1	$2.46M	Buy	32,868 +930	+3%	+$66.7K	0.39%	53
2022 Q4	$2.06M	Sell	31,938 -18,830	-37%	-$1.31M	0.35%	58
2022 Q3	$3.62M	Sell	50,768 -5,472	-10%	-$428K	0.66%	38
2022 Q2	$3.87M	Buy	56,240 +10,544	+23%	+$831K	0.66%	37
2022 Q1	$4.23M	Buy	45,696 +4,662	+11%	+$427K	0.66%	38
2021 Q4	$4.19M	Buy	41,034 +14,318	+54%	+$1.43M	0.62%	39
2021 Q3	$2.4M	Sell	26,716 -2,438	-8%	-$221K	0.38%	54
2021 Q2	$2.6M	Sell	29,154 -7,558	-21%	-$658K	0.44%	51
2021 Q1	$3.09M	Buy	36,712 +2,972	+9%	+$247K	0.6%	42
2020 Q4	$2.71M	Buy	33,740 +3,242	+11%	+$250K	0.57%	39
2020 Q3	$2.24M	Buy	30,498 +2,380	+8%	+$168K	0.53%	40
2020 Q2	$1.8M	Buy	28,118 +8,098	+40%	+$477K	0.42%	53
2020 Q1	$982K	Sell	20,020 -2,244	-10%	-$132K	0.29%	83
2019 Q4	$1.4M	Sell	22,264 -806	-3%	-$49K	0.35%	72
2019 Q3	$1.39M	Sell	23,070 -6,686	-22%	-$403K	0.42%	63
2019 Q2	$1.77M	Buy	29,756 +1,776	+6%	+$104K	0.58%	40
2019 Q1	$1.59M	Sell	27,980 -9,206	-25%	-$499K	0.57%	39
2018 Q4	$1.84M	Buy	37,186 +17,800	+92%	+$941K	0.74%	26
2018 Q3	$1.11M	Buy	19,386 +1,262	+7%	+$71.9K	0.37%	76
2018 Q2	$1.02M	Buy	18,124 +4,568	+34%	+$241K	0.36%	74
2018 Q1	$687K	Buy	+13,556	New	+$707K	0.21%	154

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atlas Capital Advisors's XLY Position: Q2 2026 in Review

Atlas Capital Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.3% in Q2 2026, selling an estimated $143K and leaving 27,186 shares worth $3.19M. The position accounts for 0.35% of the portfolio, ranked #75.

Atlas Capital Advisors first reported a position in XLY in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.49M in Q4 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Atlas Capital Advisors held 27,186 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.19M as of Q2 2026.
Atlas Capital Advisors sold 1,224 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $143K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.35% of Atlas Capital Advisors's portfolio in Q2 2026, its #75 holding.
Atlas Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
Atlas Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.49M in Q4 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.