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

Floyd Financial 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	$227K	Sell	1,958 -37	-2%	-$4.32K	0.15%	63
2026 Q1	$236K	Sell	1,995 -82	-4%	-$9.58K	0.16%	63
2025 Q4	$244K	Buy	2,077 +109	+6%	+$12.9K	0.17%	64
2025 Q3	$230K	Sell	1,968 -154	-7%	-$17.6K	0.17%	56
2025 Q2	$235K	Buy	+2,122	New	+$217K	0.22%	47
2025 Q1	–	Sell	-1,910	Closed	-$211K	–	62
2024 Q4	$211K	Buy	+1,910	New	+$204K	0.17%	60

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

Floyd Financial Group's XLY Position: Q2 2026 in Review

Floyd Financial Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.9% in Q2 2026, selling an estimated $4.32K and leaving 1,958 shares worth $227K. The position accounts for 0.15% of the portfolio, ranked #63.

Floyd Financial Group first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $244K in Q4 2025. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Floyd Financial Group held 1,958 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $227K as of Q2 2026.
Floyd Financial Group sold 37 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $4.32K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.15% of Floyd Financial Group's portfolio in Q2 2026, its #63 holding.
Floyd Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Floyd Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $244K in Q4 2025.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Floyd Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.