Moisand Fitzgerald Tamayo’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Moisand Fitzgerald Tamayo’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	$49.7K	Hold	424	–	–	﹤0.01%	205
2026 Q1	$46.2K	Hold	424	–	–	0.01%	205
2025 Q4	$50.6K	Hold	424	–	–	0.01%	197
2025 Q3	$50.8K	Hold	424	–	–	0.01%	195
2025 Q2	$46.1K	Hold	424	–	–	0.01%	202
2025 Q1	$41.9K	Hold	424	–	–	0.01%	208
2024 Q4	$47.6K	Buy	+424	New	+$45.3K	0.01%	193
2024 Q3	–	Sell	-48	Closed	-$4.38K	–	652
2024 Q2	$4.38K	Buy	+48	New	+$4.26K	﹤0.01%	407
2022 Q3	–	Sell	-72	Closed	-$5K	–	899
2022 Q2	$5K	Hold	72	–	–	﹤0.01%	330
2022 Q1	$7K	Buy	+72	New	+$6.59K	﹤0.01%	224
2021 Q2	–	Sell	-106	Closed	-$9K	–	432
2021 Q1	$9K	Hold	106	–	–	﹤0.01%	228
2020 Q4	$9K	Hold	106	–	–	﹤0.01%	228
2020 Q3	$8K	Hold	106	–	–	﹤0.01%	212
2020 Q2	$7K	Hold	106	–	–	﹤0.01%	211
2020 Q1	$5K	Hold	106	–	–	﹤0.01%	203
2019 Q4	$7K	Hold	106	–	–	﹤0.01%	219
2019 Q3	$6K	Hold	106	–	–	﹤0.01%	220
2019 Q2	$6K	Hold	106	–	–	﹤0.01%	219
2019 Q1	$6K	Hold	106	–	–	﹤0.01%	225
2018 Q4	$5K	Hold	106	–	–	﹤0.01%	225
2018 Q3	$6K	Hold	106	–	–	﹤0.01%	238
2018 Q2	$6K	Hold	106	–	–	﹤0.01%	220
2018 Q1	$5K	Hold	106	–	–	﹤0.01%	253
2017 Q4	$5K	Hold	106	–	–	﹤0.01%	218
2017 Q3	$5K	Buy	+106	New	+$4.77K	﹤0.01%	236
2016 Q2	–	Sell	-106	Closed	-$4K	–	206
2016 Q1	$4K	Hold	106	–	–	﹤0.01%	187
2015 Q4	$4K	Buy	+106	New	+$4.21K	﹤0.01%	179

Other funds holding XLY

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

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

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

Moisand Fitzgerald Tamayo's XLY Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 424 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Moisand Fitzgerald Tamayo first reported a position in XLY in Q4 2015 and has held it in 27 quarters since. The position peaked at $50.8K in Q3 2025. 371 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Moisand Fitzgerald Tamayo held 424 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $49.7K as of Q2 2026.
Moisand Fitzgerald Tamayo 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 ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #205 holding.
Moisand Fitzgerald Tamayo first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and has held it in 27 quarters since.
Moisand Fitzgerald Tamayo's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $50.8K in Q3 2025.
371 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.