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Laurel Wealth Advisors (North Carolina)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$2.16M Sell
18,384
-199
-1% -$23.2K 0.21% 82
2026
Q1 		$2.23M Buy
18,583
+1,054
+6% +$123K 0.22% 81
2025
Q4 		$2.09M Buy
17,529
+331
+2% +$39.2K 0.28% 79
2025
Q3 		$2.06M Buy
17,198
+390
+2% +$44.6K 0.29% 79
2025
Q2 		$1.83M Buy
16,808
+2,018
+14% +$206K 0.27% 84
2025
Q1 		$1.46M Sell
14,790
-440
-3% -$47.7K 0.23% 91
2024
Q4 		$1.71M Buy
15,230
+170
+1% +$18.2K 0.27% 82
2024
Q3 		$1.51M Buy
15,060
+160
+1% +$15K 0.24% 90
2024
Q2 		$1.36M Sell
14,900
-2,370
-14% -$211K 0.24% 89
2024
Q1 		$1.59M Buy
17,270
+1,022
+6% +$91K 0.27% 82
2023
Q4 		$1.45M Buy
16,248
+4,100
+34% +$340K 0.28% 81
2023
Q3 		$978K Buy
12,148
+400
+3% +$33.8K 0.21% 96
2023
Q2 		$997K Buy
11,748
+1,234
+12% +$94.5K 0.2% 96
2023
Q1 		$786K Buy
10,514
+1,590
+18% +$114K 0.17% 104
2022
Q4 		$576K Buy
8,924
+1,332
+18% +$92.9K 0.13% 112
2022
Q3 		$541K Buy
7,592
+770
+11% +$60.2K 0.13% 111
2022
Q2 		$469K Buy
6,822
+840
+14% +$66.2K 0.11% 114
2022
Q1 		$553K Sell
5,982
-20
-0.3% -$1.83K 0.12% 117
2021
Q4 		$614K Buy
6,002
+270
+5% +$26.9K 0.13% 112
2021
Q3 		$514K Buy
5,732
+420
+8% +$38.2K 0.11% 119
2021
Q2 		$474K Buy
5,312
+1,960
+58% +$171K 0.1% 124
2021
Q1 		$282K Buy
3,352
+440
+15% +$36.6K 0.07% 141
2020
Q4 		$234K Sell
2,912
-92
-3% -$7.09K 0.06% 144
2020
Q3 		$221K Buy
3,004
+136
+5% +$9.63K 0.07% 136
2020
Q2 		$183K Sell
2,868
-240
-8% -$14.2K 0.06% 138
2020
Q1 		$152K Sell
3,108
-100
-3% -$5.91K 0.06% 140
2019
Q4 		$201K Buy
3,208
+80
+3% +$4.87K 0.06% 142
2019
Q3 		$189K Buy
3,128
+696
+29% +$42K 0.06% 143
2019
Q2 		$145K Buy
2,432
+500
+26% +$29.3K 0.05% 153
2019
Q1 		$110K Buy
1,932
+160
+9% +$8.68K 0.04% 169
2018
Q4 		$88K Buy
+1,772
New +$93.7K 0.04% 174

Other funds holding XLY

TC
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 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
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s XLY Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.1% in Q2 2026, selling an estimated $23.2K and leaving 18,384 shares worth $2.16M. The position accounts for 0.21% of the portfolio, ranked #82.

Laurel Wealth Advisors (North Carolina) first reported a position in XLY in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.23M in Q1 2026. 254 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 18,384 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.16M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 199 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $23.2K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.21% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #82 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.23M in Q1 2026.
  • 254 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.