Calton & Associates’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Calton & Associates’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	$1.02M	Sell	8,690 -605	-7%	-$70.6K	0.15%	124
2026 Q1	$1.01M	Hold	9,295	–	–	0.15%	131
2025 Q4	$1.11M	Sell	9,295 -1	-0%	-$119	0.16%	121
2025 Q3	$1.11M	Hold	9,296	–	–	0.17%	113
2025 Q2	$1.01M	Sell	9,296 -370	-4%	-$37.8K	0.17%	105
2025 Q1	$954K	Buy	9,666 +212	+2%	+$23K	0.22%	92
2024 Q4	$1.06M	Buy	+9,454	New	+$1.01M	0.47%	48
2022 Q1	–	Sell	-10,862	Closed	-$1.11M	–	414
2021 Q4	$1.11M	Buy	+10,862	New	+$1.08M	0.3%	88
2020 Q1	–	Sell	-3,928	Closed	-$246K	–	386
2019 Q4	$246K	Sell	3,928 -102	-3%	-$6.21K	0.05%	298
2019 Q3	$243K	Buy	+4,030	New	+$243K	0.05%	275
2018 Q1	–	Sell	-332	Closed	-$17K	–	1295
2017 Q4	$17K	Buy	+332	New	+$15.6K	﹤0.01%	926

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Calton & Associates's XLY Position: Q2 2026 in Review

Calton & Associates reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6.5% in Q2 2026, selling an estimated $70.6K and leaving 8,690 shares worth $1.02M. The position accounts for 0.15% of the portfolio, ranked #124.

Calton & Associates first reported a position in XLY in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.11M in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Calton & Associates held 8,690 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.02M as of Q2 2026.
Calton & Associates sold 605 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $70.6K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.15% of Calton & Associates's portfolio in Q2 2026, its #124 holding.
Calton & Associates first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 11 quarters since.
Calton & Associates's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.11M in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.