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

Clayton Financial Group’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 		– Sell
-675
Closed -$73.6K – 585
2026
Q1 		$73.6K Buy
675
+75
+13% +$8.77K 0.04% 119
2025
Q4 		$71.6K Buy
+600
New +$71.1K 0.04% 124

Other funds holding XLY

Truist Financial
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
WA
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
TC
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Clayton Financial Group's XLY Position: Q2 2026 in Review

Clayton Financial Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 675 shares — an estimated $73.6K sold.

Clayton Financial Group first reported a position in XLY in Q4 2025 and held it in 2 quarters. The position peaked at $73.6K in Q1 2026. 572 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Clayton Financial Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 675 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $73.6K.
  • Clayton Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $73.6K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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