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

Community Financial Services 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 		$23.6K Hold
200
– – ﹤0.01% 297
2026
Q1 		$22K Buy
+200
New +$23.4K ﹤0.01% 247

Other funds holding XLY

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
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
IA
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
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

Community Financial Services Group's XLY Position: Q2 2026 in Review

Community Financial Services Group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 200 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Community Financial Services Group first reported a position in XLY in Q1 2026 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Community Financial Services Group held 200 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $23.6K as of Q2 2026.
  • Community Financial Services Group 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 ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #297 holding.
  • Community Financial Services Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 304 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.