Capital Advisors Ltd’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Capital Advisors Ltd’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	$72K	Hold	618	–	–	0.01%	458
2026 Q1	$67K	Hold	618	–	–	0.01%	450
2025 Q4	$74K	Sell	618 -5,184	-89%	-$615K	0.01%	421
2025 Q3	$695K	Hold	5,802	–	–	0.08%	137
2025 Q2	$630K	Hold	5,802	–	–	0.08%	139
2025 Q1	$573K	Sell	5,802 -5,846	-50%	-$634K	0.08%	145
2024 Q4	$1.31M	Hold	11,648	–	–	0.16%	79
2024 Q3	$1.17M	Sell	11,648 -6,000	-34%	-$561K	0.14%	90
2024 Q2	$1.61M	Hold	17,648	–	–	0.21%	70
2024 Q1	$1.62M	Sell	17,648 -460	-3%	-$41K	0.21%	67
2023 Q4	$1.62M	Hold	18,108	–	–	0.23%	66
2023 Q3	$1.46M	Buy	18,108 +2	+0%	+$169	0.22%	67
2023 Q2	$1.54M	Hold	18,106	–	–	0.23%	64
2023 Q1	$1.35M	Buy	18,106 +2	+0%	+$143	0.22%	66
2022 Q4	$1.17M	Sell	18,104 -1,066	-6%	-$74.3K	0.2%	77
2022 Q3	$1.36M	Buy	19,170 +2	+0%	+$156	0.27%	64
2022 Q2	$1.32M	Sell	19,168 -200	-1%	-$15.8K	0.25%	69
2022 Q1	$1.79M	Hold	19,368	–	–	0.3%	56
2021 Q4	$1.98M	Buy	19,368 +2	+0%	+$199	0.32%	53
2021 Q3	$1.74M	Buy	19,366 +202	+1%	+$18.4K	0.31%	58
2021 Q2	$1.71M	Sell	19,164 -746	-4%	-$65K	0.31%	57
2021 Q1	$1.67M	Buy	19,910 +2,880	+17%	+$240K	0.31%	54
2020 Q4	$1.37M	Hold	17,030	–	–	0.3%	59
2020 Q3	$1.25M	Hold	17,030	–	–	0.31%	55
2020 Q2	$1.09M	Hold	17,030	–	–	0.29%	63
2020 Q1	$835K	Buy	+17,030	New	+$1.01M	0.26%	64

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

Capital Advisors Ltd's XLY Position: Q2 2026 in Review

Capital Advisors Ltd held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 618 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #458.

Capital Advisors Ltd first reported a position in XLY in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.98M in Q4 2021. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Capital Advisors Ltd held 618 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $72K as of Q2 2026.
Capital Advisors Ltd 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 Capital Advisors Ltd's portfolio in Q2 2026, its #458 holding.
Capital Advisors Ltd first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Capital Advisors Ltd's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.98M in Q4 2021.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.