Constitution Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Constitution Capital’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	$2.58M	Sell	21,993 -130	-0.6%	-$15.2K	1.32%	22
2026 Q1	$2.41M	Sell	22,123 -990	-4%	-$116K	1.21%	23
2025 Q4	$2.76M	Buy	23,113 +125	+0.5%	+$14.8K	1.31%	21
2025 Q3	$2.75M	Sell	22,988 -86	-0.4%	-$9.84K	1.29%	21
2025 Q2	$2.51M	Sell	23,074 -80	-0.3%	-$8.18K	1.28%	21
2025 Q1	$2.29M	Sell	23,154 -540	-2%	-$58.6K	1.27%	22
2024 Q4	$2.66M	Buy	23,694 +1,008	+4%	+$108K	1.49%	20
2024 Q3	$2.27M	Sell	22,686 -2,110	-9%	-$197K	1.21%	19
2024 Q2	$2.26M	Sell	24,796 -774	-3%	-$68.8K	1.19%	19
2024 Q1	$2.35M	Buy	25,570 +340	+1%	+$30.3K	1.33%	18
2023 Q4	$2.26M	Sell	25,230 -430	-2%	-$35.6K	1.36%	15
2023 Q3	$2.07M	Buy	25,660 +200	+0.8%	+$16.9K	1.41%	15
2023 Q2	$2.16M	Buy	25,460 +470	+2%	+$36K	1.23%	15
2023 Q1	$1.87M	Buy	24,990 +240	+1%	+$17.2K	1.13%	19
2022 Q4	$1.6M	Sell	24,750 -3,796	-13%	-$265K	0.99%	19
2022 Q3	$2.03M	Buy	28,546 +44	+0.2%	+$3.44K	1.36%	19
2022 Q2	$1.96M	Sell	28,502 -8,518	-23%	-$671K	1.26%	20
2022 Q1	$3.42M	Buy	37,020 +4,982	+16%	+$456K	1.88%	15
2021 Q4	$3.27M	Buy	32,038 +3,442	+12%	+$343K	1.75%	14
2021 Q3	$2.57M	Sell	28,596 -1,230	-4%	-$112K	1.54%	17
2021 Q2	$2.66M	Sell	29,826 -190	-0.6%	-$16.5K	1.63%	18
2021 Q1	$2.52M	Buy	30,016 +310	+1%	+$25.8K	1.67%	17
2020 Q4	$2.39M	Buy	+29,706	New	+$2.29M	1.7%	17

Other funds holding XLY

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Constitution Capital's XLY Position: Q2 2026 in Review

Constitution Capital reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.59% in Q2 2026, selling an estimated $15.2K and leaving 21,993 shares worth $2.58M. The position accounts for 1.32% of the portfolio, ranked #22.

Constitution Capital first reported a position in XLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.42M in Q1 2022. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Constitution Capital held 21,993 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.58M as of Q2 2026.
Constitution Capital sold 130 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $15.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 1.32% of Constitution Capital's portfolio in Q2 2026, its #22 holding.
Constitution Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Constitution Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.42M in Q1 2022.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Constitution Capital's 13F filing for Q2 2026, filed 9 Jul 2026.