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Byrne Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Byrne Asset 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 		$277K Sell
2,364
-10
-0.4% -$1.17K 0.15% 114
2026
Q1 		$259K Sell
2,374
-76
-3% -$8.88K 0.15% 109
2025
Q4 		$293K Buy
2,450
+90
+4% +$10.7K 0.16% 105
2025
Q3 		$283K Buy
2,360
+20
+0.9% +$2.29K 0.17% 94
2025
Q2 		$254K Buy
2,340
+320
+16% +$32.7K 0.17% 98
2025
Q1 		$199K Buy
2,020
+140
+7% +$15.2K 0.15% 111
2024
Q4 		$211K Buy
1,880
+50
+3% +$5.35K 0.15% 102
2024
Q3 		$183K Buy
+1,830
New +$171K 0.12% 119
2024
Q2 		– Hold
0
– – – 116
2024
Q1 		– Hold
0
– – – 120
2023
Q4 		– Sell
-1,944
Closed -$161K – 122
2023
Q3 		$156K Buy
+1,944
New +$164K 0.13% 116
2023
Q2 		– Sell
-2,080
Closed -$159K – 159
2023
Q1 		$156K Sell
2,080
-124
-6% -$8.89K 0.11% 145
2022
Q4 		$142K Buy
2,204
+882
+67% +$61.5K 0.1% 149
2022
Q3 		$94K Buy
1,322
+24
+2% +$1.88K 0.07% 162
2022
Q2 		$89K Sell
1,298
-58
-4% -$4.57K 0.07% 150
2022
Q1 		$125K Buy
1,356
+132
+11% +$12.1K 0.08% 145
2021
Q4 		$125K Buy
+1,224
New +$122K 0.08% 145

Other funds holding XLY

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
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Byrne Asset Management's XLY Position: Q2 2026 in Review

Byrne Asset Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.42% in Q2 2026, selling an estimated $1.17K and leaving 2,364 shares worth $277K. The position accounts for 0.15% of the portfolio, ranked #114.

Byrne Asset Management first reported a position in XLY in Q4 2021 and has held it in 15 quarters since. The position peaked at $293K in Q4 2025. 235 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Byrne Asset Management held 2,364 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $277K as of Q2 2026.
  • Byrne Asset Management sold 10 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.17K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.15% of Byrne Asset Management's portfolio in Q2 2026, its #114 holding.
  • Byrne Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
  • Byrne Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $293K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.