Burkett Financial Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Burkett Financial Services’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 Q3	$19.8K	Buy	182 +1	+0.6%	+$115	0.01%	254
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

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Burkett Financial Services's XLY Position: Q3 2026 in Review

Burkett Financial Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.55% in Q3 2026, buying an estimated $115 and bringing the position to 182 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #254.

Burkett Financial Services first reported a position in XLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $49.4K in Q4 2024. 10 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Burkett Financial Services held 182 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $19.8K as of Q3 2026.
Burkett Financial Services bought 1 State Street Consumer Discretionary Select Sector SPDR ETF share in Q3 2026, an estimated $115.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #254 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 12 quarters since.
Burkett Financial Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $49.4K in Q4 2024.
10 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.