First Citizens Financial Corp’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

First Citizens Financial Corp’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	$885K	Sell	7,546 -44	-0.6%	-$5.14K	0.37%	67
2026 Q1	$827K	Buy	7,590 +48	+0.6%	+$5.61K	0.39%	64
2025 Q4	$901K	Buy	7,542 +6	+0.1%	+$711	0.44%	62
2025 Q3	$903K	Buy	7,536 +858	+13%	+$98.2K	0.45%	61
2025 Q2	$726K	Buy	+6,678	New	+$683K	0.4%	66

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

First Citizens Financial Corp's XLY Position: Q2 2026 in Review

First Citizens Financial Corp reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.58% in Q2 2026, selling an estimated $5.14K and leaving 7,546 shares worth $885K. The position accounts for 0.37% of the portfolio, ranked #67.

First Citizens Financial Corp first reported a position in XLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $903K in Q3 2025. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

First Citizens Financial Corp held 7,546 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $885K as of Q2 2026.
First Citizens Financial Corp sold 44 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $5.14K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.37% of First Citizens Financial Corp's portfolio in Q2 2026, its #67 holding.
First Citizens Financial Corp first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
First Citizens Financial Corp's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $903K 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 First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.