DAGCO Inc’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

DAGCO Inc’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	–	Sell	-1,280	Closed	-$139K	–	358
2026 Q1	$139K	Hold	1,280	–	–	0.03%	120
2025 Q4	$153K	Buy	1,280 +800	+167%	+$94.9K	0.04%	111
2025 Q3	$57.5K	Sell	480 -24	-5%	-$2.75K	0.01%	166
2025 Q2	$54.8K	Buy	504 +24	+5%	+$2.45K	0.02%	161
2025 Q1	$47.4K	Buy	+480	New	+$52.1K	0.02%	152
2024 Q4	–	Sell	-480	Closed	-$48.1K	–	221
2024 Q3	$48.1K	Hold	480	–	–	0.02%	130
2024 Q2	$43.8K	Hold	480	–	–	0.02%	131
2024 Q1	$44.1K	Sell	480 -3,068	-86%	-$273K	0.02%	128
2023 Q4	$317K	Buy	+3,548	New	+$294K	0.29%	40

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

DAGCO Inc's XLY Position: Q2 2026 in Review

DAGCO Inc sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 1,280 shares — an estimated $139K sold.

DAGCO Inc first reported a position in XLY in Q4 2023 and held it in 9 quarters. The position peaked at $317K in Q4 2023. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

DAGCO Inc reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
DAGCO Inc sold 1,280 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $139K.
DAGCO Inc first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and held it in 9 quarters.
DAGCO Inc's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $317K in Q4 2023.
421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.