M.E. Allison & Co’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

M.E. Allison & Co’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	$679K	Buy	5,793 +127	+2%	+$14.8K	0.39%	71
2026 Q1	$617K	Buy	5,666 +12	+0.2%	+$1.4K	0.41%	66
2025 Q4	$675K	Buy	5,654 +102	+2%	+$12.1K	0.46%	58
2025 Q3	$665K	Buy	5,552 +208	+4%	+$23.8K	0.46%	58
2025 Q2	$581K	Buy	5,344 +100	+2%	+$10.2K	0.47%	59
2025 Q1	$518K	Buy	5,244 +34	+0.7%	+$3.69K	0.51%	57
2024 Q4	$584K	Buy	+5,210	New	+$557K	0.64%	42

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

M.E. Allison & Co's XLY Position: Q2 2026 in Review

M.E. Allison & Co increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.2% in Q2 2026, buying an estimated $14.8K and bringing the position to 5,793 shares worth $679K. The position accounts for 0.39% of the portfolio, ranked #71.

M.E. Allison & Co first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

M.E. Allison & Co held 5,793 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $679K as of Q2 2026.
M.E. Allison & Co bought 127 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $14.8K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.39% of M.E. Allison & Co's portfolio in Q2 2026, its #71 holding.
M.E. Allison & Co first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
235 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.