Harrell Investment Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Harrell Investment Partners’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	$1.63M	Sell	13,891 -293	-2%	-$34.2K	0.35%	61
2026 Q1	$1.55M	Sell	14,184 -4,188	-23%	-$489K	0.37%	64
2025 Q4	$2.19M	Sell	18,372 -3,438	-16%	-$408K	0.52%	51
2025 Q3	$2.61M	Sell	21,810 -2,324	-10%	-$266K	0.62%	48
2025 Q2	$2.62M	Sell	24,134 -35,390	-59%	-$3.62M	0.66%	46
2025 Q1	$5.88M	Buy	59,524 +3,220	+6%	+$349K	1.74%	19
2024 Q4	$6.32M	Sell	56,304 -3,716	-6%	-$397K	1.76%	17
2024 Q3	$6.01M	Buy	60,020 +7,056	+13%	+$660K	1.7%	19
2024 Q2	$4.83M	Buy	52,964 +12,006	+29%	+$1.07M	1.4%	22
2024 Q1	$3.77M	Sell	40,958 -2,442	-6%	-$217K	1.12%	35
2023 Q4	$3.88M	Sell	43,400 -2,278	-5%	-$189K	1.21%	33
2023 Q3	$3.68M	Sell	45,678 -640	-1%	-$54.1K	1.25%	31
2023 Q2	$3.93M	Sell	46,318 -1,950	-4%	-$149K	1.33%	28
2023 Q1	$3.6M	Sell	48,268 -3,566	-7%	-$256K	1.28%	30
2022 Q4	$3.35M	Sell	51,834 -6,942	-12%	-$484K	1.32%	27
2022 Q3	$4.19M	Sell	58,776 -3,540	-6%	-$277K	1.75%	19
2022 Q2	$4.28M	Buy	62,316 +4,764	+8%	+$375K	1.75%	17
2022 Q1	$5.32M	Sell	57,552 -25,124	-30%	-$2.3M	1.88%	16
2021 Q4	$8.45M	Sell	82,676 -8,044	-9%	-$801K	2.6%	9
2021 Q3	$8.14M	Sell	90,720 -8,168	-8%	-$742K	2.62%	7
2021 Q2	$8.83M	Sell	98,888 -406	-0.4%	-$35.4K	2.86%	7
2021 Q1	$8.34M	Buy	99,294 +3,430	+4%	+$285K	2.95%	9
2020 Q4	$7.71M	Buy	95,864 +33,680	+54%	+$2.6M	2.96%	8
2020 Q3	$4.57M	Sell	62,184 -5,472	-8%	-$387K	1.99%	14
2020 Q2	$4.31M	Sell	67,656 -11,638	-15%	-$686K	2.2%	12
2020 Q1	$3.89M	Buy	79,294 +3,314	+4%	+$196K	2.12%	12
2019 Q4	$4.76M	Buy	+75,980	New	+$4.62M	2.17%	13

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

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

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Harrell Investment Partners's XLY Position: Q2 2026 in Review

Harrell Investment Partners reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.1% in Q2 2026, selling an estimated $34.2K and leaving 13,891 shares worth $1.63M. The position accounts for 0.35% of the portfolio, ranked #61.

Harrell Investment Partners first reported a position in XLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.83M in Q2 2021. 371 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Harrell Investment Partners held 13,891 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.63M as of Q2 2026.
Harrell Investment Partners sold 293 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $34.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.35% of Harrell Investment Partners's portfolio in Q2 2026, its #61 holding.
Harrell Investment Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Harrell Investment Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.83M in Q2 2021.
371 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.