HBK Sorce Advisory’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
$324K Buy
2,731
+115
+4% +$13.4K 0.01% 491
2026
Q1
$314K Buy
2,616
+75
+3% +$8.77K 0.01% 485
2025
Q4
$300K Buy
2,541
+43
+2% +$5.1K 0.01% 478
2025
Q3
$293K Buy
2,498
+350
+16% +$40.1K 0.01% 479
2025
Q2
$233K Sell
2,148
-1,000
-32% -$102K 0.01% 514
2025
Q1
$311K Sell
3,148
-174
-5% -$18.9K 0.01% 441
2024
Q4
$373K Buy
3,322
+288
+9% +$30.8K 0.01% 401
2024
Q3
$304K Buy
3,034
+2
+0.1% +$187 0.01% 449
2024
Q2
$277K Sell
3,032
-278
-8% -$24.7K 0.01% 462
2024
Q1
$304K Hold
3,310
0.01% 447
2023
Q4
$296K Buy
3,310
+278
+9% +$23K 0.01% 425
2023
Q3
$244K Buy
3,032
+54
+2% +$4.57K 0.01% 467
2023
Q2
$253K Buy
2,978
+2
+0.1% +$153 0.01% 487
2023
Q1
$223K Sell
2,976
-3,136
-51% -$225K 0.01% 509
2022
Q4
$395K Buy
6,112
+3,188
+109% +$222K 0.01% 468
2022
Q3
$208K Sell
2,924
-192
-6% -$15K 0.01% 446
2022
Q2
$214K Buy
3,116
+120
+4% +$9.46K 0.02% 409
2022
Q1
$277K Sell
2,996
-342
-10% -$31.3K 0.02% 417
2021
Q4
$341K Buy
3,338
+76
+2% +$7.57K 0.02% 421
2021
Q3
$293K Hold
3,262
0.02% 446
2021
Q2
$291K Sell
3,262
-82
-2% -$7.14K 0.02% 454
2021
Q1
$281K Buy
3,344
+342
+11% +$28.4K 0.02% 414
2020
Q4
$241K Sell
3,002
-102
-3% -$7.86K 0.01% 434
2020
Q3
$228K Buy
+3,104
New +$220K 0.02% 396
2020
Q2
Sell
-4,902
Closed -$240K 460
2020
Q1
$240K Buy
+4,902
New +$289K 0.02% 331
2019
Q4
Sell
-3,582
Closed -$216K 450
2019
Q3
$216K Buy
+3,582
New +$216K 0.02% 379
2019
Q1
Sell
-4,966
Closed -$246K 435
2018
Q4
$246K Buy
+4,966
New +$263K 0.03% 324

Other funds holding XLY

HBK Sorce Advisory's XLY Position: Q2 2026 in Review

HBK Sorce Advisory increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.4% in Q2 2026, buying an estimated $13.4K and bringing the position to 2,731 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #491.

HBK Sorce Advisory first reported a position in XLY in Q4 2018 and has held it in 27 quarters since. The position peaked at $395K in Q4 2022. 860 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • HBK Sorce Advisory held 2,731 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $324K as of Q2 2026.
  • HBK Sorce Advisory bought 115 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $13.4K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #491 holding.
  • HBK Sorce Advisory first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 27 quarters since.
  • HBK Sorce Advisory's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $395K in Q4 2022.
  • 860 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.