Biltmore Family Office’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Biltmore Family Office’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	$66.1K	Buy	564 +30	+6%	+$3.5K	0.01%	279
2026 Q1	$58.2K	Sell	534 -488	-48%	-$57K	0.01%	270
2025 Q4	$122K	Buy	1,022 +488	+91%	+$57.9K	0.02%	243
2025 Q3	$64K	Buy	534 +184	+53%	+$21.1K	0.01%	236
2025 Q2	$38K	Hold	350	–	–	0.01%	244
2025 Q1	$34.6K	Hold	350	–	–	0.01%	234
2024 Q4	$39.3K	Hold	350	–	–	0.01%	230
2024 Q3	$35.1K	Hold	350	–	–	0.01%	236
2024 Q2	$31.9K	Hold	350	–	–	0.01%	211
2024 Q1	$32.2K	Hold	350	–	–	0.01%	208
2023 Q4	$31.3K	Hold	350	–	–	0.01%	207
2023 Q3	$28.2K	Hold	350	–	–	0.01%	206
2023 Q2	$29.7K	Hold	350	–	–	0.01%	204
2023 Q1	$26.2K	Hold	350	–	–	0.01%	246
2022 Q4	$22.6K	Hold	350	–	–	﹤0.01%	238
2022 Q3	$25K	Hold	350	–	–	0.01%	188
2022 Q2	$24K	Hold	350	–	–	0.01%	190
2022 Q1	$32K	Hold	350	–	–	0.01%	193
2021 Q4	$36K	Hold	350	–	–	0.01%	211
2021 Q3	$31K	Hold	350	–	–	0.01%	191
2021 Q2	$31K	Hold	350	–	–	0.01%	173
2021 Q1	$29K	Hold	350	–	–	0.01%	166
2020 Q4	$28K	Hold	350	–	–	0.01%	166
2020 Q3	$26K	Hold	350	–	–	0.01%	146
2020 Q2	$22K	Hold	350	–	–	0.01%	161
2020 Q1	$17K	Sell	350 -6,472	-95%	-$382K	0.01%	162
2019 Q4	$428K	Buy	+6,822	New	+$415K	0.17%	113

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

Biltmore Family Office's XLY Position: Q2 2026 in Review

Biltmore Family Office increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.6% in Q2 2026, buying an estimated $3.5K and bringing the position to 564 shares worth $66.1K. The position accounts for 0.01% of the portfolio, ranked #279.

Biltmore Family Office first reported a position in XLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $428K in Q4 2019. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Biltmore Family Office held 564 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $66.1K as of Q2 2026.
Biltmore Family Office bought 30 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $3.5K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Biltmore Family Office's portfolio in Q2 2026, its #279 holding.
Biltmore Family Office first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Biltmore Family Office's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $428K in Q4 2019.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.