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Magnus Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Magnus Financial Group’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 		$1.49M Sell
12,728
-439
-3% -$51.2K 0.11% 127
2026
Q1 		$1.43M Sell
13,167
-5,473
-29% -$640K 0.12% 126
2025
Q4 		$2.23M Sell
18,640
-1,040
-5% -$123K 0.17% 99
2025
Q3 		$2.36M Buy
19,680
+2,998
+18% +$343K 0.19% 101
2025
Q2 		$1.81M Sell
16,682
-4,958
-23% -$507K 0.16% 109
2025
Q1 		$2.14M Sell
21,640
-1,990
-8% -$216K 0.21% 94
2024
Q4 		$2.65M Buy
23,630
+1,808
+8% +$193K 0.26% 81
2024
Q3 		$2.19M Buy
21,822
+2,578
+13% +$241K 0.22% 83
2024
Q2 		$1.76M Sell
19,244
-158
-0.8% -$14K 0.2% 91
2024
Q1 		$1.78M Buy
19,402
+4,334
+29% +$386K 0.21% 88
2023
Q4 		$1.35M Sell
15,068
-1,452
-9% -$120K 0.18% 98
2023
Q3 		$1.33M Buy
16,520
+508
+3% +$42.9K 0.19% 84
2023
Q2 		$1.36M Sell
16,012
-2,782
-15% -$213K 0.19% 86
2023
Q1 		$1.41M Buy
18,794
+1,198
+7% +$85.9K 0.21% 81
2022
Q4 		$1.14M Sell
17,596
-1,538
-8% -$107K 0.19% 92
2022
Q3 		$1.36M Buy
19,134
+8,926
+87% +$698K 0.26% 75
2022
Q2 		$702K Sell
10,208
-738
-7% -$58.1K 0.13% 127
2022
Q1 		$1.01M Buy
10,946
+1,754
+19% +$161K 0.17% 101
2021
Q4 		$940K Buy
9,192
+1,254
+16% +$125K 0.18% 92
2021
Q3 		$712K Buy
7,938
+1,848
+30% +$168K 0.15% 97
2021
Q2 		$544K Buy
6,090
+2,586
+74% +$225K 0.12% 114
2021
Q1 		$294K Sell
3,504
-2,080
-37% -$173K 0.07% 176
2020
Q4 		$449K Buy
5,584
+246
+5% +$19K 0.04% 159
2020
Q3 		$392K Sell
5,338
-432
-7% -$30.6K 0.05% 152
2020
Q2 		$368K Buy
5,770
+12
+0.2% +$708 0.04% 255
2020
Q1 		$282K Buy
5,758
+10
+0.2% +$590 0.04% 298
2019
Q4 		$360K Sell
5,748
-122
-2% -$7.42K 0.05% 234
2019
Q3 		$354K Buy
5,870
+116
+2% +$6.99K 0.07% 189
2019
Q2 		$343K Sell
5,754
-1,414
-20% -$82.7K 0.07% 196
2019
Q1 		$408K Buy
7,168
+8
+0.1% +$434 0.08% 144
2018
Q4 		$354K Buy
+7,160
New +$379K 0.09% 139

Other funds holding XLY

WA
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
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
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

Magnus Financial Group's XLY Position: Q2 2026 in Review

Magnus Financial Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.3% in Q2 2026, selling an estimated $51.2K and leaving 12,728 shares worth $1.49M. The position accounts for 0.11% of the portfolio, ranked #127.

Magnus Financial Group first reported a position in XLY in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.65M in Q4 2024. 407 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Magnus Financial Group held 12,728 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.49M as of Q2 2026.
  • Magnus Financial Group sold 439 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $51.2K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of Magnus Financial Group's portfolio in Q2 2026, its #127 holding.
  • Magnus Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.65M in Q4 2024.
  • 407 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.