Certified Advisory Corp’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.54M Sell
21,692
-2,262
-9% -$264K 0.21% 109
2026
Q1
$2.61M Buy
23,954
+940
+4% +$110K 0.23% 102
2025
Q4
$2.75M Buy
23,014
+80
+0.3% +$9.49K 0.25% 96
2025
Q3
$2.75M Buy
22,934
+6,350
+38% +$727K 0.26% 94
2025
Q2
$1.8M Sell
16,584
-132
-0.8% -$13.5K 0.19% 113
2025
Q1
$1.65M Buy
16,716
+296
+2% +$32.1K 0.19% 115
2024
Q4
$1.84M Buy
16,420
+244
+2% +$26.1K 0.2% 110
2024
Q3
$1.62M Buy
16,176
+812
+5% +$75.9K 0.18% 116
2024
Q2
$1.4M Sell
15,364
-106
-0.7% -$9.42K 0.18% 117
2024
Q1
$1.42M Buy
15,470
+916
+6% +$81.6K 0.2% 111
2023
Q4
$1.3M Sell
14,554
-114
-0.8% -$9.44K 0.2% 113
2023
Q3
$1.18M Sell
14,668
-308
-2% -$26K 0.22% 102
2023
Q2
$1.27M Sell
14,976
-820
-5% -$62.8K 0.23% 100
2023
Q1
$1.18M Buy
15,796
+1,032
+7% +$74K 0.21% 107
2022
Q4
$953K Sell
14,764
-122
-0.8% -$8.51K 0.19% 120
2022
Q3
$1.06M Buy
14,886
+1,476
+11% +$115K 0.24% 103
2022
Q2
$922K Buy
13,410
+358
+3% +$28.2K 0.21% 119
2022
Q1
$1.21M Sell
13,052
-158
-1% -$14.5K 0.26% 98
2021
Q4
$1.35M Buy
13,210
+1,888
+17% +$188K 0.3% 88
2021
Q3
$1.02M Buy
11,322
+1,180
+12% +$107K 0.25% 97
2021
Q2
$905K Buy
10,142
+124
+1% +$10.8K 0.23% 104
2021
Q1
$842K Buy
+10,018
New +$833K 0.22% 101
2020
Q2
$745K Buy
11,664
+2,588
+29% +$153K 0.25% 99
2020
Q1
$445K Buy
9,076
+2,236
+33% +$132K 0.18% 113
2019
Q4
$429K Buy
6,840
+10
+0.1% +$608 0.14% 129
2019
Q3
$412K Sell
6,830
-134
-2% -$8.08K 0.14% 130
2019
Q2
$415K Sell
6,964
-258
-4% -$15.1K 0.15% 117
2019
Q1
$411K Sell
7,222
-574
-7% -$31.1K 0.17% 111
2018
Q4
$386K Buy
7,796
+414
+6% +$21.9K 0.2% 104
2018
Q3
$433K Buy
7,382
+12
+0.2% +$683 0.2% 97
2018
Q2
$403K Sell
7,370
-188
-2% -$9.94K 0.22% 98
2018
Q1
$382K Buy
7,558
+2,802
+59% +$146K 0.23% 101
2017
Q4
$234K Buy
+4,756
New +$224K 0.17% 105

Other funds holding XLY

Certified Advisory Corp's XLY Position: Q2 2026 in Review

Certified Advisory Corp reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.4% in Q2 2026, selling an estimated $264K and leaving 21,692 shares worth $2.54M. The position accounts for 0.21% of the portfolio, ranked #109.

Certified Advisory Corp first reported a position in XLY in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.75M in Q4 2025. 452 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Certified Advisory Corp held 21,692 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.54M as of Q2 2026.
  • Certified Advisory Corp sold 2,262 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $264K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.21% of Certified Advisory Corp's portfolio in Q2 2026, its #109 holding.
  • Certified Advisory Corp first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
  • Certified Advisory Corp's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.75M in Q4 2025.
  • 452 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.