Grimes & Company’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Grimes & Company’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	$32.3M	Buy	275,382 +191,531	+228%	+$22.4M	0.7%	29
2026 Q1	$9.14M	Sell	83,851 -192,368	-70%	-$22.5M	0.25%	81
2025 Q4	$33M	Buy	276,219 +6,635	+2%	+$787K	0.79%	24
2025 Q3	$32.3M	Buy	269,584 +50,552	+23%	+$5.78M	0.8%	23
2025 Q2	$23.8M	Buy	219,032 +18,458	+9%	+$1.89M	0.65%	30
2025 Q1	$19.8M	Sell	200,574 -189,386	-49%	-$20.5M	0.61%	36
2024 Q4	$43.7M	Buy	389,960 +4,904	+1%	+$524K	1.26%	16
2024 Q3	$38.6M	Buy	385,056 +17,108	+5%	+$1.6M	1.04%	17
2024 Q2	$33.6M	Sell	367,948 -53,028	-13%	-$4.71M	1%	18
2024 Q1	$38.7M	Buy	420,976 +311,806	+286%	+$27.8M	1.19%	16
2023 Q4	$9.76M	Sell	109,170 -250,438	-70%	-$20.7M	0.32%	71
2023 Q3	$28.9M	Buy	359,608 +143,126	+66%	+$12.1M	1.12%	17
2023 Q2	$18.4M	Buy	+216,482	New	+$16.6M	0.65%	30
2022 Q2	–	Sell	-3,740	Closed	-$346K	–	305
2022 Q1	$346K	Sell	3,740 -229,584	-98%	-$21M	0.02%	227
2021 Q4	$23.9M	Sell	233,324 -125,730	-35%	-$12.5M	1.09%	19
2021 Q3	$32.2M	Buy	359,054 +9,876	+3%	+$897K	1.4%	17
2021 Q2	$31.2M	Buy	349,178 +34,682	+11%	+$3.02M	1.35%	18
2021 Q1	$26.4M	Buy	314,496 +119,164	+61%	+$9.91M	1.27%	20
2020 Q4	$15.7M	Buy	195,332 +84,690	+77%	+$6.53M	0.82%	28
2020 Q3	$8.13M	Sell	110,642 -169,088	-60%	-$12M	0.52%	59
2020 Q2	$17.9M	Buy	279,730 +244,716	+699%	+$14.4M	1.24%	18
2020 Q1	$1.72M	Sell	35,014 -295,252	-89%	-$17.4M	0.16%	92
2019 Q4	$20.7M	Buy	330,266 +24,908	+8%	+$1.52M	1.36%	18
2019 Q3	$18.4M	Buy	305,358 +18,682	+7%	+$1.13M	1.31%	15
2019 Q2	$17.1M	Buy	+286,676	New	+$16.8M	1.3%	18

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Grimes & Company's XLY Position: Q2 2026 in Review

Grimes & Company increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 228% in Q2 2026, buying an estimated $22.4M and bringing the position to 275,382 shares worth $32.3M. The position accounts for 0.7% of the portfolio, ranked #29.

Grimes & Company first reported a position in XLY in Q2 2019 and has held it in 25 quarters since. The position peaked at $43.7M in Q4 2024. 579 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Grimes & Company held 275,382 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $32.3M as of Q2 2026.
Grimes & Company bought 191,531 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $22.4M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.7% of Grimes & Company's portfolio in Q2 2026, its #29 holding.
Grimes & Company first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2019 and has held it in 25 quarters since.
Grimes & Company's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $43.7M in Q4 2024.
579 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.