Corsicana & Co’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Corsicana & Co’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	$1.35M	Buy	11,530 +5,805	+101%	+$678K	0.66%	43
2026 Q1	$1.13M	Sell	5,725 -5,495	-49%	-$642K	0.72%	40
2025 Q4	$1.34M	Hold	11,220	–	–	0.75%	39
2025 Q3	$1.34M	Buy	+11,220	New	+$1.28M	0.76%	39
2022 Q3	$796K	Sell	11,170 -680	-6%	-$53.2K	0.67%	43
2022 Q2	$815K	Sell	11,850 -1,070	-8%	-$84.3K	0.64%	44
2022 Q1	$1.2M	Sell	12,920 -1,160	-8%	-$106K	0.77%	37
2021 Q4	$1.44M	Sell	14,080 -1,020	-7%	-$102K	0.87%	31
2021 Q3	$1.35M	Hold	15,100	–	–	0.86%	34
2021 Q2	$1.35M	Buy	+15,100	New	+$1.31M	0.85%	34

Other funds holding XLY

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

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

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

Corsicana & Co's XLY Position: Q2 2026 in Review

Corsicana & Co increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 101% in Q2 2026, buying an estimated $678K and bringing the position to 11,530 shares worth $1.35M. The position accounts for 0.66% of the portfolio, ranked #43.

Corsicana & Co first reported a position in XLY in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.44M in Q4 2021. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Corsicana & Co held 11,530 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.35M as of Q2 2026.
Corsicana & Co bought 5,805 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $678K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.66% of Corsicana & Co's portfolio in Q2 2026, its #43 holding.
Corsicana & Co first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and has held it in 10 quarters since.
Corsicana & Co's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.44M in Q4 2021.
421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Corsicana & Co's 13F filing for Q2 2026, filed 24 Jul 2026.