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Barrett & Company’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Barrett & Company’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 		$133K Sell
1,130
-642
-36% -$74.9K 0.04% 206
2026
Q1 		$176K Buy
1,772
+642
+57% +$75K 0.06% 164
2025
Q4 		$135K Hold
1,130
– – 0.05% 188
2025
Q3 		$135K Buy
1,130
+2
+0.2% +$229 0.05% 186
2025
Q2 		$123K Hold
1,128
– – 0.05% 185
2025
Q1 		$111K Hold
1,128
– – 0.05% 179
2024
Q4 		$127K Buy
1,128
+102
+10% +$10.9K 0.05% 168
2024
Q3 		$103K Hold
1,026
– – 0.04% 195
2024
Q2 		$93.5K Buy
1,026
+2
+0.2% +$178 0.04% 202
2024
Q1 		$94.2K Hold
1,024
– – 0.04% 209
2023
Q4 		$91.6K Hold
1,024
– – 0.05% 200
2023
Q3 		$82.4K Hold
1,024
– – 0.05% 201
2023
Q2 		$87K Hold
1,024
– – 0.05% 198
2023
Q1 		$76.6K Hold
1,024
– – 0.05% 209
2022
Q4 		$66.1K Hold
1,024
– – 0.04% 215
2022
Q3 		$66.1K Buy
+1,024
New +$80.1K 0.04% 215

Other funds holding XLY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
WA
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
TC
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Barrett & Company's XLY Position: Q2 2026 in Review

Barrett & Company reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 36% in Q2 2026, selling an estimated $74.9K and leaving 1,130 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #206.

Barrett & Company first reported a position in XLY in Q3 2022 and has held it in 16 quarters since. The position peaked at $176K in Q1 2026. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Barrett & Company held 1,130 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $133K as of Q2 2026.
  • Barrett & Company sold 642 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $74.9K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Barrett & Company's portfolio in Q2 2026, its #206 holding.
  • Barrett & Company first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
  • Barrett & Company's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $176K in Q1 2026.
  • 613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.