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Belpointe Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Belpointe Asset 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 		$1.16M Buy
9,929
+2,821
+40% +$329K 0.04% 444
2026
Q1 		$775K Sell
7,108
-4,691
-40% -$548K 0.03% 545
2025
Q4 		$1.41M Sell
11,799
-1,213
-9% -$144K 0.05% 319
2025
Q3 		$1.56M Buy
13,012
+1,128
+9% +$129K 0.06% 280
2025
Q2 		$1.29M Sell
11,884
-2,430
-17% -$248K 0.05% 286
2025
Q1 		$1.42M Buy
14,314
+40
+0.3% +$4.34K 0.07% 255
2024
Q4 		$1.34M Buy
14,274
+98
+0.7% +$10.5K 0.08% 243
2024
Q3 		$1.42M Buy
14,176
+2,860
+25% +$267K 0.09% 233
2024
Q2 		$1.03M Sell
11,316
-3,538
-24% -$314K 0.07% 264
2024
Q1 		$1.37M Buy
14,854
+174
+1% +$15.5K 0.1% 191
2023
Q4 		$1.31M Sell
14,680
-624
-4% -$51.7K 0.12% 175
2023
Q3 		$1.23M Buy
15,304
+2,262
+17% +$191K 0.13% 164
2023
Q2 		$1.11M Sell
13,042
-11,214
-46% -$859K 0.12% 167
2023
Q1 		$1.81M Buy
24,256
+352
+1% +$25.2K 0.1% 212
2022
Q4 		$1.5M Sell
23,904
-1,882
-7% -$131K 0.09% 229
2022
Q3 		$1.84M Buy
25,786
+3,810
+17% +$298K 0.12% 175
2022
Q2 		$1.51M Sell
21,976
-19,856
-47% -$1.56M 0.1% 213
2022
Q1 		$3.87M Sell
41,832
-17,962
-30% -$1.65M 0.23% 77
2021
Q4 		$6.11M Buy
59,794
+29,864
+100% +$2.97M 0.38% 43
2021
Q3 		$2.69M Sell
29,930
-640
-2% -$58.1K 0.18% 117
2021
Q2 		$2.73M Buy
30,570
+9,400
+44% +$819K 0.2% 108
2021
Q1 		$1.78M Buy
21,170
+3,544
+20% +$295K 0.15% 145
2020
Q4 		$1.42M Buy
17,626
+1,536
+10% +$118K 0.13% 179
2020
Q3 		$1.18M Sell
16,090
-2,938
-15% -$208K 0.13% 173
2020
Q2 		$1.22M Buy
19,028
+6,018
+46% +$355K 0.16% 136
2020
Q1 		$638K Sell
13,010
-3,960
-23% -$234K 0.11% 210
2019
Q4 		$1.06M Sell
16,970
-4,934
-23% -$300K 0.14% 167
2019
Q3 		$1.32M Buy
21,904
+1,346
+7% +$81.1K 0.21% 114
2019
Q2 		$1.23M Buy
+20,558
New +$1.2M 0.24% 90
2019
Q1 		– Sell
-23,472
Closed -$1.16M – 600
2018
Q4 		$1.16M Sell
23,472
-3,894
-14% -$206K 0.29% 70
2018
Q3 		$1.6M Buy
27,366
+11,618
+74% +$662K 0.25% 75
2018
Q2 		$861K Buy
15,748
+500
+3% +$26.4K 0.24% 80
2018
Q1 		$772K Sell
15,248
-312
-2% -$16.3K 0.23% 82
2017
Q4 		$768K Buy
15,560
+8,416
+118% +$396K 0.17% 131
2017
Q3 		$322K Buy
+7,144
New +$321K 0.08% 300

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

Belpointe Asset Management's XLY Position: Q2 2026 in Review

Belpointe Asset Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 40% in Q2 2026, buying an estimated $329K and bringing the position to 9,929 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #444.

Belpointe Asset Management first reported a position in XLY in Q3 2017 and has held it in 35 quarters since. The position peaked at $6.11M in Q4 2021. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Belpointe Asset Management held 9,929 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.16M as of Q2 2026.
  • Belpointe Asset Management bought 2,821 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $329K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #444 holding.
  • Belpointe Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2017 and has held it in 35 quarters since.
  • Belpointe Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.11M in Q4 2021.
  • 613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.