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

Everett Harris & 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	$473K	Hold	4,032	–	–	0.01%	211
2026 Q1	$439K	Buy	4,032 +680	+20%	+$79.5K	0.01%	236
2025 Q4	$400K	Hold	3,352	–	–	﹤0.01%	250
2025 Q3	$402K	Hold	3,352	–	–	0.01%	243
2025 Q2	$364K	Sell	3,352 -450	-12%	-$46K	﹤0.01%	252
2025 Q1	$375K	Hold	3,802	–	–	﹤0.01%	238
2024 Q4	$426K	Buy	3,802 +450	+13%	+$48.1K	0.01%	212
2024 Q3	$336K	Hold	3,352	–	–	﹤0.01%	223
2024 Q2	$306K	Sell	3,352 -220	-6%	-$19.5K	﹤0.01%	226
2024 Q1	$328K	Sell	3,572 -1,130	-24%	-$101K	﹤0.01%	213
2023 Q4	$420K	Buy	4,702 +1,350	+40%	+$112K	0.01%	187
2023 Q3	$270K	Hold	3,352	–	–	﹤0.01%	217
2023 Q2	$285K	Hold	3,352	–	–	﹤0.01%	212
2023 Q1	$251K	Hold	3,352	–	–	﹤0.01%	228
2022 Q4	$216K	Hold	3,352	–	–	﹤0.01%	242
2022 Q3	$239K	Hold	3,352	–	–	﹤0.01%	230
2022 Q2	$230K	Hold	3,352	–	–	﹤0.01%	243
2022 Q1	$310K	Hold	3,352	–	–	﹤0.01%	226
2021 Q4	$343K	Buy	3,352 +382	+13%	+$38K	﹤0.01%	220
2021 Q3	$266K	Hold	2,970	–	–	﹤0.01%	233
2021 Q2	$265K	Sell	2,970 -112	-4%	-$9.75K	﹤0.01%	236
2021 Q1	$259K	Buy	3,082 +112	+4%	+$9.32K	﹤0.01%	230
2020 Q4	$239K	Hold	2,970	–	–	﹤0.01%	233
2020 Q3	$218K	Buy	+2,970	New	+$210K	﹤0.01%	229

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Everett Harris & Co's XLY Position: Q2 2026 in Review

Everett Harris & Co held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 4,032 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #211.

Everett Harris & Co first reported a position in XLY in Q3 2020 and has held it in 24 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Everett Harris & Co held 4,032 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $473K as of Q2 2026.
Everett Harris & Co 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 0.01% of Everett Harris & Co's portfolio in Q2 2026, its #211 holding.
Everett Harris & Co first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.