Frank Rimerman 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
$1.05M Sell
8,964
-7,834
-47% -$914K 0.06% 250
2026
Q1
$1.83M Hold
16,798
0.12% 139
2025
Q4
$2.01M Hold
16,798
0.13% 127
2025
Q3
$2.01M Hold
16,798
0.13% 121
2025
Q2
$1.83M Hold
16,798
0.12% 128
2025
Q1
$1.66M Buy
16,798
+4,550
+37% +$493K 0.13% 128
2024
Q4
$1.37M Hold
12,248
0.1% 148
2024
Q3
$1.23M Buy
12,248
+110
+0.9% +$10.3K 0.09% 184
2024
Q2
$1.11M Hold
12,138
0.08% 199
2024
Q1
$1.12M Sell
12,138
-2
-0% -$178 0.21% 49
2023
Q4
$1.09M Buy
12,140
+3,682
+44% +$305K 0.23% 47
2023
Q3
$681K Buy
8,458
+278
+3% +$23.5K 0.16% 53
2023
Q2
$695K Buy
8,180
+688
+9% +$52.7K 0.17% 53
2023
Q1
$560K Buy
7,492
+1,918
+34% +$138K 0.15% 57
2022
Q4
$360K Buy
5,574
+1,376
+33% +$95.9K 0.11% 60
2022
Q3
$299K Buy
+4,198
New +$328K 0.11% 64

Other funds holding XLY

Frank Rimerman Advisors's XLY Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 47% in Q2 2026, selling an estimated $914K and leaving 8,964 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #250.

Frank Rimerman Advisors first reported a position in XLY in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.01M in Q3 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Frank Rimerman Advisors held 8,964 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.05M as of Q2 2026.
  • Frank Rimerman Advisors sold 7,834 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $914K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of Frank Rimerman Advisors's portfolio in Q2 2026, its #250 holding.
  • Frank Rimerman Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
  • Frank Rimerman Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.01M in Q3 2025.
  • 1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.