Butensky & Cohen Financial Security’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Butensky & Cohen Financial Security’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	$3.38M	Buy	28,785 +998	+4%	+$116K	0.84%	62
2026 Q1	$3.03M	Buy	27,787 +621	+2%	+$72.6K	0.8%	65
2025 Q4	$3.24M	Buy	27,166 +148	+0.5%	+$17.5K	0.88%	58
2025 Q3	$3.24M	Buy	27,018 +132	+0.5%	+$15.1K	0.9%	59
2025 Q2	$2.92M	Buy	26,886 +1,446	+6%	+$148K	0.87%	62
2025 Q1	$2.51M	Sell	25,440 -180	-0.7%	-$19.5K	0.77%	66
2024 Q4	$2.87M	Sell	25,620 -1,022	-4%	-$109K	0.9%	57
2024 Q3	$2.67M	Sell	26,642 -392	-1%	-$36.6K	0.79%	65
2024 Q2	$2.47M	Buy	27,034 +168	+0.6%	+$14.9K	0.78%	64
2024 Q1	$2.47M	Sell	26,866 -258	-1%	-$23K	0.77%	63
2023 Q4	$2.43M	Sell	27,124 -288	-1%	-$23.9K	0.81%	63
2023 Q3	$2.21M	Sell	27,412 -1,034	-4%	-$87.4K	0.8%	62
2023 Q2	$2.42M	Buy	28,446 +258	+0.9%	+$19.8K	0.87%	60
2023 Q1	$2.11M	Buy	28,188 +436	+2%	+$31.3K	0.76%	64
2022 Q4	$1.79M	Buy	27,752 +1,514	+6%	+$106K	0.66%	67
2022 Q3	$1.87M	Buy	26,238 +208	+0.8%	+$16.3K	0.78%	65
2022 Q2	$1.79M	Buy	26,030 +1,674	+7%	+$132K	0.73%	69
2022 Q1	$2.25M	Buy	24,356 +622	+3%	+$57K	0.79%	69
2021 Q4	$2.43M	Buy	23,734 +140	+0.6%	+$13.9K	0.87%	60
2021 Q3	$2.12M	Buy	23,594 +210	+0.9%	+$19.1K	0.84%	65
2021 Q2	$2.09M	Buy	23,384 +34	+0.1%	+$2.96K	0.83%	63
2021 Q1	$1.96M	Buy	23,350 +332	+1%	+$27.6K	0.81%	65
2020 Q4	$1.85M	Sell	23,018 -388	-2%	-$29.9K	0.84%	63
2020 Q3	$1.72M	Sell	23,406 -724	-3%	-$51.2K	0.91%	63
2020 Q2	$1.54M	Buy	24,130 +1,832	+8%	+$108K	0.88%	63
2020 Q1	$1.09M	Buy	22,298 +326	+1%	+$19.2K	0.82%	63
2019 Q4	$1.38M	Buy	21,972 +222	+1%	+$13.5K	0.79%	62
2019 Q3	$1.31M	Buy	21,750 +922	+4%	+$55.6K	0.79%	63
2019 Q2	$1.24M	Buy	20,828 +682	+3%	+$39.9K	0.83%	61
2019 Q1	$1.15M	Buy	20,146 +772	+4%	+$41.9K	0.83%	61
2018 Q4	$959K	Sell	19,374 -98	-0.5%	-$5.18K	0.85%	60
2018 Q3	$1.14M	Buy	19,472 +588	+3%	+$33.5K	0.91%	58
2018 Q2	$1.03M	Buy	18,884 +480	+3%	+$25.4K	0.87%	60
2018 Q1	$932K	Sell	18,404 -264	-1%	-$13.8K	0.82%	61
2017 Q4	$921K	Buy	18,668 +1,406	+8%	+$66.2K	0.76%	65
2017 Q3	$777K	Buy	17,262 +1,084	+7%	+$48.8K	0.69%	66
2017 Q2	$725K	Buy	16,178 +648	+4%	+$29K	0.65%	68
2017 Q1	$683K	Buy	15,530 +130	+0.8%	+$5.57K	0.62%	65
2016 Q4	$627K	Buy	15,400 +770	+5%	+$31.1K	0.58%	66
2016 Q3	$585K	Buy	14,630 +1,060	+8%	+$42.7K	0.56%	66
2016 Q2	$530K	Sell	13,570 -720	-5%	-$28.3K	0.52%	67
2016 Q1	$565K	Buy	14,290 +480	+3%	+$17.9K	0.54%	66
2015 Q4	$540K	Buy	13,810 +520	+4%	+$20.6K	0.53%	66
2015 Q3	$493K	Buy	13,290 +1,140	+9%	+$43.8K	0.53%	66
2015 Q2	$465K	Buy	12,150 +300	+3%	+$11.5K	0.47%	70
2015 Q1	$446K	Buy	11,850 +350	+3%	+$12.9K	0.44%	72
2014 Q4	$415K	Buy	+11,500	New	+$394K	0.42%	71

Other funds holding XLY

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Butensky & Cohen Financial Security's XLY Position: Q2 2026 in Review

Butensky & Cohen Financial Security increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.6% in Q2 2026, buying an estimated $116K and bringing the position to 28,785 shares worth $3.38M. The position accounts for 0.84% of the portfolio, ranked #62.

Butensky & Cohen Financial Security first reported a position in XLY in Q4 2014 and has held it in 47 quarters since. 390 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Butensky & Cohen Financial Security held 28,785 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.38M as of Q2 2026.
Butensky & Cohen Financial Security bought 998 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $116K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.84% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #62 holding.
Butensky & Cohen Financial Security first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
390 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.