E&G Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

E&G Advisors’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	$1.03M	Hold	8,745	–	–	0.2%	94
2026 Q1	$953K	Hold	8,745	–	–	0.21%	90
2025 Q4	$1.04M	Buy	8,745 +19	+0.2%	+$2.25K	0.23%	83
2025 Q3	$1.05M	Buy	8,726 +456	+6%	+$52.2K	0.24%	81
2025 Q2	$899K	Buy	8,270 +300	+4%	+$30.7K	0.23%	86
2025 Q1	$787K	Hold	7,970	–	–	0.22%	89
2024 Q4	$894K	Buy	7,970 +20	+0.3%	+$2.14K	0.24%	85
2024 Q3	$796K	Buy	7,950 +170	+2%	+$15.9K	0.22%	93
2024 Q2	$709K	Hold	7,780	–	–	0.21%	98
2024 Q1	$715K	Buy	7,780 +10	+0.1%	+$890	0.22%	91
2023 Q4	$695K	Buy	7,770 +140	+2%	+$11.6K	0.25%	84
2023 Q3	$614K	Sell	7,630 -228	-3%	-$19.3K	0.22%	95
2023 Q2	$667K	Sell	7,858 -20	-0.3%	-$1.53K	0.23%	89
2023 Q1	$589K	Sell	7,878 -320	-4%	-$22.9K	0.22%	99
2022 Q4	$529K	Sell	8,198 -30	-0.4%	-$2.09K	0.2%	113
2022 Q3	$586K	Sell	8,228 -300	-4%	-$23.5K	0.22%	90
2022 Q2	$586K	Sell	8,528 -840	-9%	-$66.2K	0.2%	104
2022 Q1	$867K	Sell	9,368 -200	-2%	-$18.3K	0.24%	83
2021 Q4	$978K	Sell	9,568 -1,200	-11%	-$120K	0.24%	81
2021 Q3	$966K	Buy	+10,768	New	+$978K	0.26%	76
2021 Q2	–	Sell	-10,162	Closed	-$885K	–	81
2021 Q1	$854K	Buy	10,162 +1,344	+15%	+$112K	0.25%	80
2020 Q4	$709K	Buy	8,818 +940	+12%	+$72.5K	0.22%	85
2020 Q3	$579K	Buy	7,878 +2,720	+53%	+$192K	0.2%	91
2020 Q2	$329K	Buy	+5,158	New	+$304K	0.13%	133

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

E&G Advisors's XLY Position: Q2 2026 in Review

E&G Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 8,745 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #94.

E&G Advisors first reported a position in XLY in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.05M in Q3 2025. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

E&G Advisors held 8,745 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.03M as of Q2 2026.
E&G Advisors 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 0.2% of E&G Advisors's portfolio in Q2 2026, its #94 holding.
E&G Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
E&G Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.05M in Q3 2025.
421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.