McAdam LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $912K | Sell |
7,772
-159
| -2% | -$18.6K | 0.04% | 182 |
|
|
2026
Q1 | $864K | Buy |
7,931
+819
| +12% | +$95.7K | 0.04% | 176 |
|
|
2025
Q4 | $849K | Buy |
7,112
+540
| +8% | +$64K | 0.04% | 168 |
|
|
2025
Q3 | $787K | Buy |
6,572
+890
| +16% | +$102K | 0.04% | 165 |
|
|
2025
Q2 | $617K | Buy |
5,682
+250
| +5% | +$25.6K | 0.03% | 183 |
|
|
2025
Q1 | $536K | Sell |
5,432
-856
| -14% | -$92.8K | 0.03% | 183 |
|
|
2024
Q4 | $705K | Sell |
6,288
-122
| -2% | -$13K | 0.04% | 164 |
|
|
2024
Q3 | $642K | Buy |
6,410
+396
| +7% | +$37K | 0.04% | 169 |
|
|
2024
Q2 | $548K | Sell |
6,014
-216
| -3% | -$19.2K | 0.03% | 168 |
|
|
2024
Q1 | $573K | Buy |
6,230
+216
| +4% | +$19.2K | 0.04% | 160 |
|
|
2023
Q4 | $538K | Hold |
6,014
| – | – | 0.04% | 159 |
|
|
2023
Q3 | $484K | Sell |
6,014
-122
| -2% | -$10.3K | 0.04% | 159 |
|
|
2023
Q2 | $521K | Hold |
6,136
| – | – | 0.04% | 148 |
|
|
2023
Q1 | $459K | Sell |
6,136
-638
| -9% | -$45.7K | 0.04% | 156 |
|
|
2022
Q4 | $692K | Buy |
6,774
+462
| +7% | +$32.2K | 0.07% | 89 |
|
|
2022
Q3 | $450K | Buy |
6,312
+2
| +0% | +$156 | 0.05% | 134 |
|
|
2022
Q2 | $434K | Sell |
6,310
-458
| -7% | -$36.1K | 0.05% | 144 |
|
|
2022
Q1 | $626K | Sell |
6,768
-6
| -0.1% | -$550 | 0.06% | 97 |
|
|
2021
Q4 | $692K | Sell |
6,774
-20
| -0.3% | -$1.99K | 0.07% | 89 |
|
|
2021
Q3 | $610K | Hold |
6,794
| – | – | 0.07% | 87 |
|
|
2021
Q2 | $626K | Buy |
6,794
+90
| +1% | +$7.84K | 0.07% | 85 |
|
|
2021
Q1 | $563K | Buy |
6,704
+528
| +9% | +$43.9K | 0.08% | 84 |
|
|
2020
Q4 | $511K | Buy |
6,176
+360
| +6% | +$27.8K | 0.08% | 85 |
|
|
2020
Q3 | $427K | Buy |
5,816
+470
| +9% | +$33.3K | 0.08% | 76 |
|
|
2020
Q2 | $341K | Sell |
5,346
-248
| -4% | -$14.6K | 0.07% | 78 |
|
|
2020
Q1 | $274K | Hold |
5,594
| – | – | 0.07% | 77 |
|
|
2019
Q4 | $351K | Hold |
5,594
| – | – | 0.08% | 56 |
|
|
2019
Q3 | $338K | Hold |
5,594
| – | – | 0.09% | 55 |
|
|
2019
Q2 | $333K | Buy |
5,594
+324
| +6% | +$19K | 0.1% | 52 |
|
|
2019
Q1 | $300K | Hold |
5,270
| – | – | 0.1% | 51 |
|
|
2018
Q4 | $261K | Sell |
5,270
-220
| -4% | -$11.6K | 0.1% | 54 |
|
|
2018
Q3 | $316K | Buy |
5,490
+832
| +18% | +$47.4K | 0.12% | 47 |
|
|
2018
Q2 | $255K | Buy |
4,658
+150
| +3% | +$7.93K | 0.1% | 47 |
|
|
2018
Q1 | $228K | Hold |
4,508
| – | – | 0.1% | 52 |
|
|
2017
Q4 | $203K | Hold |
4,508
| – | – | 0.14% | 45 |
|
|
2017
Q3 | $203K | Hold |
4,508
| – | – | 0.14% | 45 |
|
|
2017
Q2 | $202K | Buy |
+4,508
| New | +$202K | 0.16% | 44 |
|
Other funds holding XLY
MIFH
McAdam LLC's XLY Position: Q2 2026 in Review
McAdam LLC reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2% in Q2 2026, selling an estimated $18.6K and leaving 7,772 shares worth $912K. The position accounts for 0.04% of the portfolio, ranked #182.
McAdam LLC first reported a position in XLY in Q2 2017 and has held it in 37 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- McAdam LLC held 7,772 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $912K as of Q2 2026.
- McAdam LLC sold 159 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $18.6K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of McAdam LLC's portfolio in Q2 2026, its #182 holding.
- McAdam LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2017 and has held it in 37 quarters since.
- 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.