Autumn Glory Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Autumn Glory Partners’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	$435K	Buy	3,707 +2	+0.1%	+$233	0.12%	144
2026 Q1	$404K	Buy	3,705 +352	+10%	+$41.1K	0.15%	135
2025 Q4	$400K	Sell	3,353 -97	-3%	-$11.5K	0.14%	142
2025 Q3	$413K	Buy	3,450 +2	+0.1%	+$229	0.17%	129
2025 Q2	$375K	Sell	3,448 -98	-3%	-$10K	0.18%	131
2025 Q1	$350K	Hold	3,546	–	–	0.17%	126
2024 Q4	$398K	Hold	3,546	–	–	0.2%	113
2024 Q3	$355K	Sell	3,546 -214	-6%	-$20K	0.14%	153
2024 Q2	$343K	Hold	3,760	–	–	0.18%	117
2024 Q1	$346K	Hold	3,760	–	–	0.17%	115
2023 Q4	$332K	Buy	3,760 +100	+3%	+$8.28K	0.19%	114
2023 Q3	$295K	Sell	3,660 -924	-20%	-$78.1K	0.18%	114
2023 Q2	$389K	Hold	4,584	–	–	0.29%	85
2023 Q1	$343K	Buy	4,584 +678	+17%	+$48.6K	0.29%	81
2022 Q4	$252K	Sell	3,906 -164	-4%	-$11.4K	0.13%	140
2022 Q3	$290K	Hold	4,070	–	–	0.2%	111
2022 Q2	$280K	Sell	4,070 -12,976	-76%	-$1.02M	0.21%	106
2022 Q1	$1.58M	Sell	17,046 -600	-3%	-$55K	0.92%	32
2021 Q4	$1.8M	Buy	+17,646	New	+$1.76M	0.75%	42

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

Autumn Glory Partners's XLY Position: Q2 2026 in Review

Autumn Glory Partners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.05% in Q2 2026, buying an estimated $233 and bringing the position to 3,707 shares worth $435K. The position accounts for 0.12% of the portfolio, ranked #144.

Autumn Glory Partners first reported a position in XLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.8M in Q4 2021. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Autumn Glory Partners held 3,707 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $435K as of Q2 2026.
Autumn Glory Partners bought 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $233.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.12% of Autumn Glory Partners's portfolio in Q2 2026, its #144 holding.
Autumn Glory Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Autumn Glory Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.8M in Q4 2021.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.