Congress Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Congress Asset Management’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 Q3	$5.54M	Buy	+50,880	New	+$5.85M	0.04%	263
2026 Q1	–	Sell	-1,776	Closed	-$212K	–	441
2025 Q4	$212K	Hold	1,776	–	–	﹤0.01%	377
2025 Q3	$213K	Buy	+1,776	New	+$203K	﹤0.01%	388

Other funds holding XLY

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management's XLY Position: Q3 2026 in Review

Congress Asset Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2026: 50,880 shares worth $5.54M. The stake represents 0.04% of the portfolio and ranks #263 among its holdings. This is a return to the name: Congress Asset Management previously reported a position in XLY as recently as Q4 2025.

Congress Asset Management first reported a position in XLY in Q3 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Congress Asset Management held 50,880 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.54M as of Q3 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Congress Asset Management position in Q3 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Congress Asset Management's portfolio in Q3 2026, its #263 holding.
Congress Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
71 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.