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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$334K Buy
2,850
+104
+4% +$12.1K 0.05% 208
2026
Q1
$324K Buy
2,746
+2,650
+2,760% +$310K 0.05% 225
2025
Q4
$11.4K Hold
96
﹤0.01% 374
2025
Q3
$11.4K Hold
96
﹤0.01% 332
2025
Q2
$10.4K Sell
96
-32,748
-100% -$3.35M ﹤0.01% 328
2025
Q1
$3.24M Sell
32,844
-35,256
-52% -$3.82M 0.63% 50
2024
Q4
$7.64M Buy
68,100
+68,004
+70,838% +$7.27M 1.42% 18
2024
Q3
$9.57K Hold
96
﹤0.01% 302
2024
Q2
$8.71K Hold
96
﹤0.01% 307
2024
Q1
$8.78K Sell
96
-96
-50% -$8.55K ﹤0.01% 322
2023
Q4
$17.1K Buy
192
+96
+100% +$7.95K ﹤0.01% 250
2023
Q3
$7.69K Buy
+96
New +$8.12K ﹤0.01% 245
2020
Q3
$7K Buy
+94
New +$6.65K ﹤0.01% 317

Other funds holding XLY

Fortis Group Advisors's XLY Position: Q2 2026 in Review

Fortis Group Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.8% in Q2 2026, buying an estimated $12.1K and bringing the position to 2,850 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #208.

Fortis Group Advisors first reported a position in XLY in Q3 2020 and has held it in 13 quarters since. The position peaked at $7.64M in Q4 2024. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Fortis Group Advisors held 2,850 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $334K as of Q2 2026.
  • Fortis Group Advisors bought 104 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $12.1K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Fortis Group Advisors's portfolio in Q2 2026, its #208 holding.
  • Fortis Group Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7.64M in Q4 2024.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.