Harbor Investment Advisory’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Harbor Investment Advisory’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	$1.01M	Buy	8,581 +1	+0%	+$117	0.07%	208
2026 Q1	$935K	Sell	8,580 -233	-3%	-$27.2K	0.07%	201
2025 Q4	$1.05M	Buy	8,813 +633	+8%	+$75.1K	0.08%	190
2025 Q3	$980K	Sell	8,180 -6	-0.1%	-$687	0.08%	187
2025 Q2	$890K	Sell	8,186 -140	-2%	-$14.3K	0.08%	189
2025 Q1	$822K	Sell	8,326 -198	-2%	-$21.5K	0.08%	183
2024 Q4	$956K	Sell	8,524 -18	-0.2%	-$1.93K	0.09%	154
2024 Q3	$856K	Sell	8,542 -188	-2%	-$17.6K	0.08%	178
2024 Q2	$796K	Sell	8,730 -586	-6%	-$52.1K	0.08%	174
2024 Q1	$857K	Buy	9,316 +10	+0.1%	+$890	0.09%	174
2023 Q4	$832K	Sell	9,306 -8	-0.1%	-$663	0.1%	160
2023 Q3	$750K	Hold	9,314	–	–	0.1%	159
2023 Q2	$791K	Sell	9,314 -396	-4%	-$30.3K	0.11%	162
2023 Q1	$726K	Sell	9,710 -234	-2%	-$16.8K	0.11%	165
2022 Q4	$642K	Buy	9,944 +2	+0%	+$139	0.1%	172
2022 Q3	$708K	Buy	9,942 +140	+1%	+$11K	0.12%	157
2022 Q2	$674K	Sell	9,802 -70	-0.7%	-$5.51K	0.11%	168
2022 Q1	$913K	Buy	9,872 +1,920	+24%	+$176K	0.12%	149
2021 Q4	$813K	Sell	7,952 -672	-8%	-$66.9K	0.1%	162
2021 Q3	$774K	Buy	8,624 +582	+7%	+$52.9K	0.1%	164
2021 Q2	$718K	Buy	8,042 +402	+5%	+$35K	0.1%	178
2021 Q1	$642K	Buy	7,640 +2,088	+38%	+$174K	0.1%	180
2020 Q4	$446K	Buy	5,552 +660	+13%	+$50.9K	0.07%	201
2020 Q3	$360K	Hold	4,892	–	–	0.07%	196
2020 Q2	$312K	Hold	4,892	–	–	0.07%	201
2020 Q1	$240K	Sell	4,892 -174	-3%	-$10.3K	0.06%	206
2019 Q4	$318K	Buy	+5,066	New	+$308K	0.07%	194

Other funds holding XLY

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

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Harbor Investment Advisory's XLY Position: Q2 2026 in Review

Harbor Investment Advisory increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.01% in Q2 2026, buying an estimated $117 and bringing the position to 8,581 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #208.

Harbor Investment Advisory first reported a position in XLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.05M in Q4 2025. 464 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Harbor Investment Advisory held 8,581 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.01M as of Q2 2026.
Harbor Investment Advisory bought 1 State Street Consumer Discretionary Select Sector SPDR ETF share in Q2 2026, an estimated $117.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Harbor Investment Advisory's portfolio in Q2 2026, its #208 holding.
Harbor Investment Advisory first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.05M in Q4 2025.
464 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.