Colony Family Offices’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Colony Family Offices’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	$2.51M	Hold	21,424	–	–	0.55%	24
2026 Q1	$2.33M	Buy	21,424 +250	+1%	+$29.2K	0.58%	25
2025 Q4	$2.53M	Hold	21,174	–	–	0.63%	23
2025 Q3	$2.54M	Hold	21,174	–	–	0.66%	24
2025 Q2	$2.3M	Sell	21,174 -110	-0.5%	-$11.2K	0.59%	25
2025 Q1	$2.1M	Sell	21,284 -1,498	-7%	-$162K	0.66%	23
2024 Q4	$2.56M	Hold	22,782	–	–	0.8%	21
2024 Q3	$2.28M	Buy	22,782 +110	+0.5%	+$10.3K	0.71%	23
2024 Q2	$2.07M	Hold	22,672	–	–	0.66%	25
2024 Q1	$2.08M	Hold	22,672	–	–	0.67%	24
2023 Q4	$2.03M	Buy	+22,672	New	+$1.88M	0.7%	21

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

Colony Family Offices's XLY Position: Q2 2026 in Review

Colony Family Offices held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 21,424 shares worth $2.51M. The position accounts for 0.55% of the portfolio, ranked #24.

Colony Family Offices first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.56M in Q4 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Colony Family Offices held 21,424 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.51M as of Q2 2026.
Colony Family Offices 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 0.55% of Colony Family Offices's portfolio in Q2 2026, its #24 holding.
Colony Family Offices first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Colony Family Offices's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.56M in Q4 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.