Atticus Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Atticus Wealth Management’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	$1.48M	Sell	12,612 -893	-7%	-$104K	0.35%	50
2026 Q1	$1.47M	Sell	13,505 -409	-3%	-$47.8K	0.4%	46
2025 Q4	$1.66M	Sell	13,914 -1,130	-8%	-$134K	0.41%	47
2025 Q3	$1.8M	Sell	15,044 -24	-0.2%	-$2.75K	0.46%	38
2025 Q2	$1.64M	Buy	15,068 +576	+4%	+$58.9K	0.44%	39
2025 Q1	$1.43M	Sell	14,492 -1,770	-11%	-$192K	0.47%	35
2024 Q4	$1.82M	Sell	16,262 -46	-0.3%	-$4.92K	0.57%	32
2024 Q3	$1.63M	Sell	16,308 -876	-5%	-$81.9K	0.52%	32
2024 Q2	$1.57M	Sell	17,184 -5,370	-24%	-$477K	0.51%	31
2024 Q1	$2.07M	Sell	22,554 -1,856	-8%	-$165K	0.68%	25
2023 Q4	$2.18M	Sell	24,410 -3,786	-13%	-$314K	0.77%	23
2023 Q3	$2.27M	Sell	28,196 -580	-2%	-$49K	0.87%	22
2023 Q2	$2.44M	Sell	28,776 -3,214	-10%	-$246K	0.9%	21
2023 Q1	$2.39M	Sell	31,990 -31,330	-49%	-$2.25M	0.91%	21
2022 Q4	$4.09M	Buy	63,320 +3,438	+6%	+$240K	1.68%	13
2022 Q3	$4.12M	Hold	59,882	–	–	1.99%	10
2022 Q2	$4.12M	Buy	59,882 +994	+2%	+$78.3K	1.71%	13
2022 Q1	$5.45M	Buy	58,888 +2,340	+4%	+$214K	1.99%	15
2021 Q4	$5.78M	Buy	56,548 +778	+1%	+$77.5K	2.26%	14
2021 Q3	$5M	Sell	55,770 -2,154	-4%	-$196K	2.2%	11
2021 Q2	$5.17M	Buy	57,924 +252	+0.4%	+$21.9K	2.25%	11
2021 Q1	$4.85M	Sell	57,672 -26,612	-32%	-$2.21M	2.31%	11
2020 Q4	$6.78M	Buy	84,284 +3,496	+4%	+$270K	3.41%	7
2020 Q3	$5.94M	Sell	80,788 -1,422	-2%	-$101K	3.54%	7
2020 Q2	$5.25M	Sell	82,210 -2,528	-3%	-$149K	3.47%	7
2020 Q1	$4.16M	Sell	84,738 -2	-0%	-$118	3.35%	6
2019 Q4	$5.31M	Buy	+84,740	New	+$5.16M	3.39%	5

Other funds holding XLY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Atticus Wealth Management's XLY Position: Q2 2026 in Review

Atticus Wealth Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6.6% in Q2 2026, selling an estimated $104K and leaving 12,612 shares worth $1.48M. The position accounts for 0.35% of the portfolio, ranked #50.

Atticus Wealth Management first reported a position in XLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.78M in Q4 2020. 510 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Atticus Wealth Management held 12,612 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.48M as of Q2 2026.
Atticus Wealth Management sold 893 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $104K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.35% of Atticus Wealth Management's portfolio in Q2 2026, its #50 holding.
Atticus Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Atticus Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.78M in Q4 2020.
510 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.