Atwood & Palmer’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Atwood & Palmer’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	–	Sell	-28	Closed	-$3.05K	–	554
2026 Q1	$3.05K	Hold	28	–	–	﹤0.01%	423
2025 Q4	$3.34K	Hold	28	–	–	﹤0.01%	427
2025 Q3	$3.35K	Hold	28	–	–	﹤0.01%	429
2025 Q2	$3.04K	Sell	28 -30	-52%	-$3.07K	﹤0.01%	453
2025 Q1	$5.73K	Hold	58	–	–	﹤0.01%	358
2024 Q4	$6.51K	Hold	58	–	–	﹤0.01%	365
2024 Q3	$5.81K	Sell	58 -6	-9%	-$561	﹤0.01%	369
2024 Q2	$5.84K	Buy	+64	New	+$5.69K	﹤0.01%	356
2019 Q4	–	Sell	-120	Closed	-$7K	–	306
2019 Q3	$7K	Hold	120	–	–	﹤0.01%	266
2019 Q2	$7K	Hold	120	–	–	﹤0.01%	261
2019 Q1	$7K	Hold	120	–	–	﹤0.01%	274
2018 Q4	$6K	Buy	+120	New	+$6.34K	﹤0.01%	275
2018 Q3	–	Sell	-12	Closed	-$1K	–	339
2018 Q2	$1K	Buy	+12	New	+$634	﹤0.01%	310
2016 Q1	–	Sell	-334	Closed	-$13K	–	395
2015 Q4	$13K	Hold	334	–	–	﹤0.01%	308
2015 Q3	$12K	Buy	+334	New	+$12.8K	﹤0.01%	322
2014 Q4	–	Sell	-548	Closed	-$18K	–	408
2014 Q3	$18K	Buy	+548	New	+$18.5K	﹤0.01%	268

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

Atwood & Palmer's XLY Position: Q2 2026 in Review

Atwood & Palmer sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 28 shares — an estimated $3.05K sold.

Atwood & Palmer first reported a position in XLY in Q3 2014 and held it in 16 quarters. The position peaked at $18K in Q3 2014. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Atwood & Palmer reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Atwood & Palmer sold 28 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $3.05K.
Atwood & Palmer first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2014 and held it in 16 quarters.
Atwood & Palmer's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $18K in Q3 2014.
421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.