Fiduciary Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Fiduciary Group’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	$4.93M	Buy	42,077 +1,404	+3%	+$164K	0.39%	66
2026 Q1	$4.43M	Buy	40,673 +1,343	+3%	+$157K	0.38%	68
2025 Q4	$4.7M	Buy	39,330 +3,516	+10%	+$417K	0.39%	66
2025 Q3	$4.29M	Buy	35,814 +1,700	+5%	+$195K	0.38%	67
2025 Q2	$3.71M	Buy	34,114 +3,100	+10%	+$317K	0.35%	73
2025 Q1	$3.06M	Buy	31,014 +2,088	+7%	+$226K	0.31%	80
2024 Q4	$3.24M	Buy	28,926 +6,858	+31%	+$733K	0.33%	77
2024 Q3	$2.21M	Buy	22,068 +804	+4%	+$75.2K	0.22%	97
2024 Q2	$1.94M	Buy	21,264 +4,404	+26%	+$391K	0.21%	97
2024 Q1	$1.55M	Buy	16,860 +1,462	+9%	+$130K	0.17%	105
2023 Q4	$1.38M	Buy	15,398 +9,026	+142%	+$748K	0.16%	105
2023 Q3	$513K	Buy	6,372 +1,294	+25%	+$109K	0.07%	162
2023 Q2	$431K	Buy	5,078 +986	+24%	+$75.5K	0.05%	173
2023 Q1	$306K	Sell	4,092 -248	-6%	-$17.8K	0.04%	195
2022 Q4	$280K	Hold	4,340	–	–	0.04%	197
2022 Q3	$307K	Hold	4,340	–	–	0.04%	190
2022 Q2	$361K	Buy	4,340 +92	+2%	+$7.25K	0.05%	182
2022 Q1	$309K	Sell	4,248 -358	-8%	-$32.8K	0.04%	184
2021 Q4	$471K	Sell	4,606 -150	-3%	-$14.9K	0.05%	162
2021 Q3	$470K	Buy	4,756 +312	+7%	+$28.3K	0.05%	159
2021 Q2	$401K	Buy	4,444 +1,014	+30%	+$88.3K	0.05%	170
2021 Q1	$307K	Hold	3,430	–	–	0.04%	188
2020 Q4	$292K	Buy	3,430 +160	+5%	+$12.3K	0.04%	181
2020 Q3	$240K	Buy	+3,270	New	+$231K	0.04%	179

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

Fiduciary Group's XLY Position: Q2 2026 in Review

Fiduciary Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.5% in Q2 2026, buying an estimated $164K and bringing the position to 42,077 shares worth $4.93M. The position accounts for 0.39% of the portfolio, ranked #66.

Fiduciary Group first reported a position in XLY in Q3 2020 and has held it in 24 quarters since. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Fiduciary Group held 42,077 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.93M as of Q2 2026.
Fiduciary Group bought 1,404 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $164K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.39% of Fiduciary Group's portfolio in Q2 2026, its #66 holding.
Fiduciary Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.