Latitude Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Latitude Advisors’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	$336K	Buy	2,863 +89	+3%	+$10.4K	0.13%	170
2026 Q1	$302K	Sell	2,774 -176	-6%	-$20.6K	0.14%	167
2025 Q4	$352K	Buy	2,950 +80	+3%	+$9.49K	0.16%	142
2025 Q3	$344K	Sell	2,870 -154	-5%	-$17.6K	0.16%	130
2025 Q2	$329K	Buy	+3,024	New	+$309K	0.17%	137
2023 Q3	–	Sell	-2,458	Closed	-$209K	–	186
2023 Q2	$209K	Buy	+2,458	New	+$188K	0.15%	156
2022 Q2	–	Sell	-4,404	Closed	-$407K	–	328
2022 Q1	$407K	Buy	4,404 +104	+2%	+$9.53K	0.09%	216
2021 Q4	$440K	Buy	4,300 +1,048	+32%	+$104K	0.12%	170
2021 Q3	$292K	Buy	+3,252	New	+$295K	0.09%	214

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Latitude Advisors's XLY Position: Q2 2026 in Review

Latitude Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.2% in Q2 2026, buying an estimated $10.4K and bringing the position to 2,863 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #170.

Latitude Advisors first reported a position in XLY in Q3 2021 and has held it in 9 quarters since. The position peaked at $440K in Q4 2021. 592 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Latitude Advisors held 2,863 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $336K as of Q2 2026.
Latitude Advisors bought 89 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $10.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.13% of Latitude Advisors's portfolio in Q2 2026, its #170 holding.
Latitude Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and has held it in 9 quarters since.
Latitude Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $440K in Q4 2021.
592 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.