Clarity Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Clarity Financial’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	$13.5M	Buy	114,884 +2,022	+2%	+$236K	1.14%	33
2026 Q1	$12.3M	Sell	112,862 -1,728	-2%	-$202K	1.34%	30
2025 Q4	$13.7M	Buy	114,590 +16,714	+17%	+$1.98M	1.27%	30
2025 Q3	$11.7M	Sell	97,876 -3,460	-3%	-$396K	1.16%	33
2025 Q2	$11M	Sell	101,336 -7,232	-7%	-$740K	1.19%	31
2025 Q1	$10.7M	Buy	108,568 +17,372	+19%	+$1.88M	1.23%	32
2024 Q4	$10.2M	Sell	91,196 -4,706	-5%	-$503K	1.22%	31
2024 Q3	$9.61M	Buy	95,902 +3,450	+4%	+$322K	1.11%	30
2024 Q2	$8.43M	Sell	92,452 -15,858	-15%	-$1.41M	1.25%	30
2024 Q1	$9.96M	Sell	108,310 -1,218	-1%	-$108K	1.51%	26
2023 Q4	$9.79M	Sell	109,528 -2,540	-2%	-$210K	1.7%	22
2023 Q3	$9.02M	Buy	112,068 +63,238	+130%	+$5.35M	1.51%	27
2023 Q2	$4.15M	Buy	+48,830	New	+$3.74M	0.59%	38
2023 Q1	–	Sell	-51,026	Closed	-$3.3M	–	105
2022 Q4	$3.3M	Buy	51,026 +944	+2%	+$65.8K	0.64%	31
2022 Q3	$3.57M	Sell	50,082 -3,058	-6%	-$239K	0.83%	30
2022 Q2	$3.65M	Sell	53,140 -1,128	-2%	-$88.9K	0.79%	33
2022 Q1	$5.02M	Sell	54,268 -40,946	-43%	-$3.75M	1.02%	34
2021 Q4	$9.73M	Sell	95,214 -30,682	-24%	-$3.06M	1.52%	19
2021 Q3	$11.3M	Sell	125,896 -29,954	-19%	-$2.72M	1.84%	12
2021 Q2	$13.9M	Buy	155,850 +56,106	+56%	+$4.89M	2.67%	9
2021 Q1	$8.38M	Sell	99,744 -5,334	-5%	-$444K	1.7%	15
2020 Q4	$8.45M	Buy	+105,078	New	+$8.1M	2.02%	14

Other funds holding XLY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Clarity Financial's XLY Position: Q2 2026 in Review

Clarity Financial increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.8% in Q2 2026, buying an estimated $236K and bringing the position to 114,884 shares worth $13.5M. The position accounts for 1.14% of the portfolio, ranked #33.

Clarity Financial first reported a position in XLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.9M in Q2 2021. 805 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Clarity Financial held 114,884 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $13.5M as of Q2 2026.
Clarity Financial bought 2,022 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $236K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 1.14% of Clarity Financial's portfolio in Q2 2026, its #33 holding.
Clarity Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Clarity Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $13.9M in Q2 2021.
805 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.