Empirical Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Empirical Wealth 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 Q2	$451K	Buy	3,841 +845	+28%	+$98.6K	0.01%	726
2026 Q1	$327K	Sell	2,996 -286	-9%	-$33.4K	0.01%	759
2025 Q4	$392K	Sell	3,282 -8	-0.2%	-$949	0.01%	601
2025 Q3	$394K	Sell	3,290 -24	-0.7%	-$2.75K	0.01%	537
2025 Q2	$360K	Hold	3,314	–	–	0.01%	485
2025 Q1	$327K	Sell	3,314 -102	-3%	-$11.1K	0.01%	496
2024 Q4	$383K	Sell	3,416 -144	-4%	-$15.4K	0.01%	447
2024 Q3	$357K	Buy	3,560 +30	+0.8%	+$2.8K	0.01%	438
2024 Q2	$322K	Sell	3,530 -942	-21%	-$83.7K	0.01%	443
2024 Q1	$411K	Buy	4,472 +752	+20%	+$67K	0.01%	375
2023 Q4	$333K	Buy	3,720 +480	+15%	+$39.8K	0.01%	380
2023 Q3	$261K	Hold	3,240	–	–	0.01%	396
2023 Q2	$275K	Buy	3,240 +320	+11%	+$24.5K	0.01%	383
2023 Q1	$218K	Sell	2,920 -1,648	-36%	-$118K	0.01%	432
2022 Q4	$295K	Sell	4,568 -226	-5%	-$15.8K	0.01%	376
2022 Q3	$341K	Buy	4,794 +226	+5%	+$17.7K	0.02%	352
2022 Q2	$314K	Hold	4,568	–	–	0.02%	377
2022 Q1	$423K	Sell	4,568 -1,002	-18%	-$91.8K	0.02%	352
2021 Q4	$569K	Buy	5,570 +536	+11%	+$53.4K	0.03%	319
2021 Q3	$452K	Sell	5,034 -7,008	-58%	-$637K	0.03%	319
2021 Q2	$1.07M	Buy	12,042 +7,960	+195%	+$693K	0.07%	176
2021 Q1	$343K	Hold	4,082	–	–	0.03%	302
2020 Q4	$328K	Buy	4,082 +888	+28%	+$68.5K	0.03%	296
2020 Q3	$235K	Sell	3,194 -1,762	-36%	-$125K	0.02%	309
2020 Q2	$316K	Buy	+4,956	New	+$292K	0.03%	270
2020 Q1	–	Sell	-4,926	Closed	-$309K	–	367
2019 Q4	$309K	Buy	+4,926	New	+$300K	0.03%	253

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

Empirical Wealth Management's XLY Position: Q2 2026 in Review

Empirical Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 28% in Q2 2026, buying an estimated $98.6K and bringing the position to 3,841 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #726.

Empirical Wealth Management first reported a position in XLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.07M in Q2 2021. 579 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Empirical Wealth Management held 3,841 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $451K as of Q2 2026.
Empirical Wealth Management bought 845 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $98.6K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #726 holding.
Empirical Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Empirical Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.07M in Q2 2021.
579 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.