Gallagher Fiduciary 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
$476K Buy
4,060
+1,049
+35% +$122K 0.02% 202
2026
Q1
$328K Buy
3,011
+1,119
+59% +$131K 0.01% 259
2025
Q4
$226K Buy
+1,892
New +$224K 0.01% 305
2025
Q3
Sell
-12,410
Closed -$1.35M 355
2025
Q2
$1.35M Buy
12,410
+220
+2% +$22.5K 0.05% 61
2025
Q1
$1.2M Sell
12,190
-84
-0.7% -$9.11K 0.04% 77
2024
Q4
$1.38M Buy
12,274
+744
+6% +$79.6K 0.27% 47
2024
Q3
$1.16M Sell
11,530
-3,084
-21% -$288K 0.23% 49
2024
Q2
$1.33M Sell
14,614
-2,542
-15% -$226K 0.3% 38
2024
Q1
$1.58M Sell
17,156
-602
-3% -$53.6K 0.06% 39
2023
Q4
$1.59M Sell
17,758
-188
-1% -$15.6K 0.05% 39
2023
Q3
$1.44M Sell
17,946
-2,706
-13% -$229K 0.13% 36
2023
Q2
$1.75M Sell
20,652
-4,780
-19% -$366K 0.13% 41
2023
Q1
$1.9M Buy
+25,432
New +$1.82M 0.16% 39

Other funds holding XLY

Gallagher Fiduciary Advisors's XLY Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 35% in Q2 2026, buying an estimated $122K and bringing the position to 4,060 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #202.

Gallagher Fiduciary Advisors first reported a position in XLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.9M in Q1 2023. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Gallagher Fiduciary Advisors held 4,060 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $476K as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 1,049 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $122K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #202 holding.
  • Gallagher Fiduciary Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
  • Gallagher Fiduciary Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.9M in Q1 2023.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.