Lynch & Associates’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Lynch & Associates’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	$665K	Hold	5,668	–	–	0.12%	96
2026 Q1	$618K	Hold	5,668	–	–	0.12%	95
2025 Q4	$677K	Hold	5,668	–	–	0.13%	90
2025 Q3	$679K	Hold	5,668	–	–	0.13%	90
2025 Q2	$616K	Buy	5,668 +46	+0.8%	+$4.7K	0.12%	93
2025 Q1	$555K	Sell	5,622 -300	-5%	-$32.5K	0.12%	91
2024 Q4	$664K	Hold	5,922	–	–	0.14%	80
2024 Q3	$593K	Sell	5,922 -40	-0.7%	-$3.74K	0.13%	86
2024 Q2	$544K	Hold	5,962	–	–	0.12%	83
2024 Q1	$548K	Sell	5,962 -68	-1%	-$6.05K	0.13%	83
2023 Q4	$539K	Hold	6,030	–	–	0.13%	82
2023 Q3	$485K	Hold	6,030	–	–	0.13%	84
2023 Q2	$512K	Sell	6,030 -56	-0.9%	-$4.29K	0.13%	79
2023 Q1	$455K	Buy	6,086 +796	+15%	+$57.1K	0.12%	82
2022 Q4	$342K	Sell	5,290 -140	-3%	-$9.76K	0.09%	89
2022 Q3	$387K	Buy	5,430 +140	+3%	+$11K	0.11%	85
2022 Q2	$364K	Hold	5,290	–	–	0.1%	84
2022 Q1	$489K	Sell	5,290 -30	-0.6%	-$2.75K	0.12%	82
2021 Q4	$544K	Hold	5,320	–	–	0.13%	83
2021 Q3	$477K	Sell	5,320 -30	-0.6%	-$2.73K	0.12%	86
2021 Q2	$478K	Sell	5,350 -50	-0.9%	-$4.35K	0.12%	84
2021 Q1	$454K	Hold	5,400	–	–	0.12%	87
2020 Q4	$434K	Hold	5,400	–	–	0.12%	87
2020 Q3	$397K	Hold	5,400	–	–	0.12%	80
2020 Q2	$345K	Hold	5,400	–	–	0.11%	85
2020 Q1	$265K	Hold	5,400	–	–	0.1%	86
2019 Q4	$339K	Hold	5,400	–	–	0.1%	86
2019 Q3	$326K	Hold	5,400	–	–	0.1%	85
2019 Q2	$322K	Hold	5,400	–	–	0.1%	85
2019 Q1	$307K	Sell	5,400 -200	-4%	-$10.8K	0.1%	82
2018 Q4	$277K	Hold	5,600	–	–	0.1%	81
2018 Q3	$328K	Hold	5,600	–	–	0.11%	81
2018 Q2	$306K	Sell	5,600 -220	-4%	-$11.6K	0.11%	84
2018 Q1	$295K	Buy	5,820 +220	+4%	+$11.5K	0.11%	86
2017 Q4	$276K	Hold	5,600	–	–	0.1%	85
2017 Q3	$252K	Hold	5,600	–	–	0.1%	88
2017 Q2	$251K	Hold	5,600	–	–	0.1%	91
2017 Q1	$246K	Hold	5,600	–	–	0.1%	90
2016 Q4	$228K	Hold	5,600	–	–	0.1%	95
2016 Q3	$224K	Hold	5,600	–	–	0.1%	96
2016 Q2	$219K	Hold	5,600	–	–	0.1%	100
2016 Q1	$221K	Sell	5,600 -844	-13%	-$31.4K	0.11%	101
2015 Q4	$252K	Hold	6,444	–	–	0.13%	95
2015 Q3	$239K	Hold	6,444	–	–	0.13%	94
2015 Q2	$246K	Hold	6,444	–	–	0.13%	96
2015 Q1	$243K	Sell	6,444 -4,304	-40%	-$158K	0.13%	93
2014 Q4	$388K	Sell	10,748 -840	-7%	-$28.8K	0.21%	76
2014 Q3	$386K	Hold	11,588	–	–	0.22%	76
2014 Q2	$387K	Buy	11,588 +976	+9%	+$31.7K	0.22%	74
2014 Q1	$343K	Hold	10,612	–	–	0.2%	79
2013 Q4	$355K	Buy	10,612 +312	+3%	+$9.93K	0.21%	77
2013 Q3	$312K	Buy	10,300 +1,350	+15%	+$40K	0.21%	80
2013 Q2	$252K	Buy	+8,950	New	+$248K	0.17%	88

Other funds holding XLY

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

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

Lynch & Associates's XLY Position: Q2 2026 in Review

Lynch & Associates held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 5,668 shares worth $665K. The position accounts for 0.12% of the portfolio, ranked #96.

Lynch & Associates first reported a position in XLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $679K in Q3 2025. 235 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Lynch & Associates held 5,668 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $665K as of Q2 2026.
Lynch & Associates left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.12% of Lynch & Associates's portfolio in Q2 2026, its #96 holding.
Lynch & Associates first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Lynch & Associates's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $679K in Q3 2025.
235 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.