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Boltwood Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Boltwood Capital 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 		$3.03M Buy
25,820
+260
+1% +$30.3K 0.69% 38
2026
Q1 		$2.79M Buy
25,560
+427
+2% +$49.9K 0.71% 39
2025
Q4 		$3M Buy
25,133
+101
+0.4% +$12K 0.78% 33
2025
Q3 		$3M Buy
25,032
+136
+0.5% +$15.6K 0.8% 32
2025
Q2 		$2.71M Buy
24,896
+328
+1% +$33.5K 0.77% 35
2025
Q1 		$2.43M Buy
24,568
+428
+2% +$46.4K 0.74% 37
2024
Q4 		$2.71M Sell
24,140
-436
-2% -$46.6K 0.83% 33
2024
Q3 		$2.46M Sell
24,576
-2,152
-8% -$201K 0.73% 39
2024
Q2 		$2.44M Sell
26,728
-6,090
-19% -$541K 0.76% 38
2024
Q1 		$3.02M Sell
32,818
-314
-0.9% -$28K 0.93% 31
2023
Q4 		$2.96M Buy
33,132
+580
+2% +$48K 0.98% 27
2023
Q3 		$2.62M Sell
32,552
-198
-0.6% -$16.7K 0.97% 28
2023
Q2 		$2.78M Sell
32,750
-20
-0.1% -$1.53K 1% 26
2023
Q1 		$2.45M Sell
32,770
-476
-1% -$34.1K 0.92% 30
2022
Q4 		$2.15M Buy
33,246
+1,082
+3% +$75.4K 0.87% 33
2022
Q3 		$2.29M Buy
32,164
+866
+3% +$67.8K 1.05% 30
2022
Q2 		$2.15M Sell
31,298
-182
-0.6% -$14.3K 0.93% 30
2022
Q1 		$2.91M Sell
31,480
-554
-2% -$50.7K 1.13% 22
2021
Q4 		$3.27M Buy
32,034
+884
+3% +$88K 1.21% 23
2021
Q3 		$2.79M Buy
31,150
+960
+3% +$87.2K 1.13% 27
2021
Q2 		$2.69M Buy
30,190
+540
+2% +$47K 1.12% 27
2021
Q1 		$2.49M Sell
29,650
-110
-0.4% -$9.15K 1.11% 24
2020
Q4 		$2.39M Sell
29,760
-1,600
-5% -$123K 1.16% 26
2020
Q3 		$2.31M Sell
31,360
-2,892
-8% -$205K 1.29% 21
2020
Q2 		$2.19M Sell
34,252
-1,426
-4% -$84.1K 1.32% 23
2020
Q1 		$1.75M Sell
35,678
-350
-1% -$20.7K 1.24% 28
2019
Q4 		$2.26M Buy
36,028
+2,760
+8% +$168K 1.27% 25
2019
Q3 		$2.01M Buy
33,268
+640
+2% +$38.6K 1.26% 27
2019
Q2 		$1.95M Sell
32,628
-550
-2% -$32.2K 1.24% 27
2019
Q1 		$1.89M Sell
33,178
-7,168
-18% -$389K 1.23% 27
2018
Q4 		$2M Buy
40,346
+2,850
+8% +$151K 1.37% 26
2018
Q3 		$2.2M Sell
37,496
-1,260
-3% -$71.8K 1.31% 20
2018
Q2 		$2.12M Buy
38,756
+450
+1% +$23.8K 1.38% 20
2018
Q1 		$1.94M Sell
38,306
-1,264
-3% -$65.9K 1.33% 23
2017
Q4 		$1.95M Buy
39,570
+650
+2% +$30.6K 1.19% 24
2017
Q3 		$1.75M Buy
38,920
+110
+0.3% +$4.95K 1.14% 27
2017
Q2 		$1.74M Buy
38,810
+200
+0.5% +$8.96K 1.18% 28
2017
Q1 		$1.7M Buy
38,610
+2,200
+6% +$94.2K 1.19% 26
2016
Q4 		$1.48M Buy
36,410
+430
+1% +$17.4K 1.13% 29
2016
Q3 		$1.44M Buy
35,980
+1,430
+4% +$57.6K 1.15% 31
2016
Q2 		$1.35M Buy
34,550
+350
+1% +$13.8K 1.12% 29
2016
Q1 		$1.35M Sell
34,200
-6,080
-15% -$227K 1.19% 28
2015
Q4 		$1.57M Buy
40,280
+800
+2% +$31.7K 1.44% 20
2015
Q3 		$1.47M Buy
39,480
+300
+0.8% +$11.5K 1.56% 19
2015
Q2 		$1.5M Sell
39,180
-2,150
-5% -$82.3K 1.47% 21
2015
Q1 		$1.56M Sell
41,330
-1,600
-4% -$58.8K 0.46% 48
2014
Q4 		$1.55M Buy
42,930
+100
+0.2% +$3.43K 0.44% 47
2014
Q3 		$1.43M Buy
42,830
+3,950
+10% +$134K 0.42% 47
2014
Q2 		$1.3M Buy
38,880
+350
+0.9% +$11.4K 0.38% 50
2014
Q1 		$1.25M Sell
38,530
-200
-0.5% -$6.52K 0.39% 48
2013
Q4 		$1.29M Buy
38,730
+1,850
+5% +$58.9K 0.42% 47
2013
Q3 		$1.12M Buy
36,880
+700
+2% +$20.8K 0.4% 47
2013
Q2 		$1.02M Buy
+36,180
New +$1M 0.42% 48

Other funds holding XLY

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
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
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

Boltwood Capital Management's XLY Position: Q2 2026 in Review

Boltwood Capital Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1% in Q2 2026, buying an estimated $30.3K and bringing the position to 25,820 shares worth $3.03M. The position accounts for 0.69% of the portfolio, ranked #38.

Boltwood Capital Management first reported a position in XLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.27M in Q4 2021. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Boltwood Capital Management held 25,820 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.03M as of Q2 2026.
  • Boltwood Capital Management bought 260 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $30.3K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.69% of Boltwood Capital Management's portfolio in Q2 2026, its #38 holding.
  • Boltwood Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • Boltwood Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.27M in Q4 2021.
  • 421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.