Burkett Financial Services’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
$21.3K Hold
181
0.01% 146
2026
Q1
$19.8K Hold
181
0.01% 148
2025
Q4
$21.6K Sell
181
-173
-49% -$20.5K 0.01% 134
2025
Q3
$42.5K Sell
354
-90
-20% -$10.3K 0.01% 101
2025
Q2
$48.3K Sell
444
-30
-6% -$3.07K 0.02% 94
2025
Q1
$46.7K Buy
474
+34
+8% +$3.69K 0.02% 91
2024
Q4
$49.4K Hold
440
0.02% 86
2024
Q3
$44K Buy
440
+2
+0.5% +$187 0.02% 83
2024
Q2
$40K Hold
438
0.02% 84
2024
Q1
$40.2K Buy
438
+2
+0.5% +$178 0.02% 92
2023
Q4
$39K Buy
+436
New +$36.1K 0.02% 91

Other funds holding XLY

Burkett Financial Services's XLY Position: Q2 2026 in Review

Burkett Financial Services held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 181 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #146.

Burkett Financial Services first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $49.4K in Q4 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Burkett Financial Services held 181 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $21.3K as of Q2 2026.
  • Burkett Financial Services left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #146 holding.
  • Burkett Financial Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $49.4K in Q4 2024.
  • 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.