Avalon Trust’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$90.3K Sell
770
-1,190
-61% -$139K 0.01% 223
2026
Q1
$214K Buy
1,960
+770
+65% +$90K 0.01% 148
2025
Q4
$142K Sell
1,190
-172
-13% -$20.4K 0.01% 173
2025
Q3
$163K Buy
+1,362
New +$156K 0.01% 184

Other funds holding XLY

Avalon Trust's XLY Position: Q2 2026 in Review

Avalon Trust reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 61% in Q2 2026, selling an estimated $139K and leaving 770 shares worth $90.3K. The position accounts for 0.01% of the portfolio, ranked #223.

Avalon Trust first reported a position in XLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $214K in Q1 2026. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Avalon Trust held 770 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $90.3K as of Q2 2026.
  • Avalon Trust sold 1,190 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $139K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Avalon Trust's portfolio in Q2 2026, its #223 holding.
  • Avalon Trust first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • Avalon Trust's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $214K in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.