Key Client 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
$249K Buy
2,125
+2
+0.1% +$233 0.07% 193
2026
Q1
$231K Buy
2,123
+2
+0.1% +$234 0.08% 187
2025
Q4
$253K Buy
2,121
+1
+0% +$119 0.09% 171
2025
Q3
$254K Sell
2,120
-48
-2% -$5.49K 0.08% 182
2025
Q2
$236K Sell
2,168
-12
-0.6% -$1.23K 0.1% 174
2025
Q1
$215K Buy
2,180
+10
+0.5% +$1.08K 0.1% 175
2024
Q4
$243K Sell
2,170
-256
-11% -$27.4K 0.11% 166
2024
Q3
$243K Sell
2,426
-98
-4% -$9.16K 0.11% 172
2024
Q2
$230K Buy
2,524
+70
+3% +$6.22K 0.11% 163
2024
Q1
$226K Sell
2,454
-342
-12% -$30.5K 0.12% 158
2023
Q4
$250K Buy
2,796
+40
+1% +$3.31K 0.15% 149
2023
Q3
$222K Sell
2,756
-554
-17% -$46.8K 0.14% 150
2023
Q2
$281K Sell
3,310
-1,270
-28% -$97.2K 0.16% 135
2023
Q1
$343K Buy
4,580
+1,242
+37% +$89K 0.21% 107
2022
Q4
$216K Buy
3,338
+458
+16% +$31.9K 0.15% 144
2022
Q3
$205K Buy
+2,880
New +$225K 0.19% 99
2022
Q2
Sell
-3,718
Closed -$344K 131
2022
Q1
$344K Buy
3,718
+64
+2% +$5.86K 0.27% 88
2021
Q4
$374K Buy
+3,654
New +$364K 0.31% 80

Other funds holding XLY

Key Client Fiduciary Advisors's XLY Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.09% in Q2 2026, buying an estimated $233 and bringing the position to 2,125 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #193.

Key Client Fiduciary Advisors first reported a position in XLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $374K in Q4 2021. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Key Client Fiduciary Advisors held 2,125 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $249K as of Q2 2026.
  • Key Client Fiduciary Advisors bought 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $233.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #193 holding.
  • Key Client Fiduciary Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • Key Client Fiduciary Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $374K in Q4 2021.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.