Capital Investment Advisory Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Capital Investment Advisory 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 Q2	$148K	Buy	1,261 +560	+80%	+$65.4K	0.01%	752
2026 Q1	$76.3K	Hold	701	–	–	0.01%	775
2025 Q4	$83.6K	Sell	701 -1	-0.1%	-$119	0.01%	729
2025 Q3	$84K	Hold	702	–	–	0.01%	704
2025 Q2	$76.2K	Hold	702	–	–	0.01%	690
2025 Q1	$69.2K	Sell	702 -3,006	-81%	-$326K	0.01%	664
2024 Q4	$416K	Sell	3,708 -24	-0.6%	-$2.57K	0.04%	323
2024 Q3	$374K	Sell	3,732 -48	-1%	-$4.49K	0.04%	355
2024 Q2	$345K	Buy	3,780 +340	+10%	+$30.2K	0.04%	364
2024 Q1	$316K	Sell	3,440 -140	-4%	-$12.5K	0.03%	386
2023 Q4	$320K	Sell	3,580 -60	-2%	-$4.97K	0.03%	388
2023 Q3	$293K	Buy	3,640 +2,630	+260%	+$222K	0.03%	384
2023 Q2	$85.8K	Buy	1,010 +8	+0.8%	+$613	0.01%	552
2023 Q1	$74.9K	Sell	1,002 -3,998	-80%	-$287K	0.01%	566
2022 Q4	$323K	Buy	5,000 +38	+0.8%	+$2.65K	0.04%	354
2022 Q3	$353K	Buy	4,962 +3,830	+338%	+$300K	0.05%	318
2022 Q2	$78K	Buy	1,132 +280	+33%	+$22.1K	0.01%	555
2022 Q1	$79K	Sell	852 -616	-42%	-$56.4K	0.01%	587
2021 Q4	$150K	Buy	1,468 +22	+2%	+$2.19K	0.02%	510
2021 Q3	$130K	Sell	1,446 -86	-6%	-$7.81K	0.02%	491
2021 Q2	$137K	Buy	1,532 +512	+50%	+$44.6K	0.02%	499
2021 Q1	$86K	Buy	1,020 +302	+42%	+$25.1K	0.01%	493
2020 Q4	$58K	Sell	718 -94	-12%	-$7.25K	0.01%	510
2020 Q3	$60K	Sell	812 -22	-3%	-$1.56K	0.01%	439
2020 Q2	$53K	Buy	834 +638	+326%	+$37.6K	0.01%	405
2020 Q1	$10K	Sell	196 -724	-79%	-$42.7K	﹤0.01%	470
2019 Q4	$58K	Sell	920 -1,582	-63%	-$96.2K	0.02%	379
2019 Q3	$151K	Sell	2,502 -128	-5%	-$7.71K	0.04%	313
2019 Q2	$161K	Sell	2,630 -58	-2%	-$3.39K	0.05%	311
2019 Q1	$153K	Sell	2,688 -46	-2%	-$2.49K	0.06%	260
2018 Q4	$135K	Buy	+2,734	New	+$145K	0.06%	247

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Capital Investment Advisory Services's XLY Position: Q2 2026 in Review

Capital Investment Advisory Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 80% in Q2 2026, buying an estimated $65.4K and bringing the position to 1,261 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #752.

Capital Investment Advisory Services first reported a position in XLY in Q4 2018 and has held it in 31 quarters since. The position peaked at $416K in Q4 2024. 463 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Capital Investment Advisory Services held 1,261 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $148K as of Q2 2026.
Capital Investment Advisory Services bought 560 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $65.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #752 holding.
Capital Investment Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Capital Investment Advisory Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $416K in Q4 2024.
463 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.