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

Nadler 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	$484K	Sell	4,131 -205	-5%	-$23.9K	0.04%	89
2026 Q1	$473K	Hold	4,336	–	–	0.05%	83
2025 Q4	$518K	Buy	4,336 +10	+0.2%	+$1.19K	0.05%	76
2025 Q3	$518K	Buy	4,326 +20	+0.5%	+$2.29K	0.05%	78
2025 Q2	$468K	Sell	4,306 -598	-12%	-$61.1K	0.05%	75
2025 Q1	$484K	Buy	4,904 +918	+23%	+$99.6K	0.05%	74
2024 Q4	$447K	Hold	3,986	–	–	0.05%	77
2024 Q3	$399K	Sell	3,986 -1,310	-25%	-$122K	0.04%	79
2024 Q2	$483K	Hold	5,296	–	–	0.06%	64
2024 Q1	$487K	Hold	5,296	–	–	0.06%	65
2023 Q4	$473K	Hold	5,296	–	–	0.06%	62
2023 Q3	$426K	Hold	5,296	–	–	0.06%	61
2023 Q2	$450K	Hold	5,296	–	–	0.07%	62
2023 Q1	$396K	Hold	5,296	–	–	0.06%	68
2022 Q4	$342K	Buy	+5,296	New	+$369K	0.06%	77

Other funds holding XLY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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

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

Nadler Financial Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.7% in Q2 2026, selling an estimated $23.9K and leaving 4,131 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #89.

Nadler Financial Group first reported a position in XLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $518K in Q3 2025. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Nadler Financial Group held 4,131 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $484K as of Q2 2026.
Nadler Financial Group sold 205 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $23.9K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Nadler Financial Group's portfolio in Q2 2026, its #89 holding.
Nadler Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Nadler Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $518K in Q3 2025.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.