Naples Global Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Naples Global Advisors’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	$337K	Buy	2,870 +651	+29%	+$76K	0.02%	395
2026 Q1	$242K	Sell	2,219 -35	-2%	-$4.09K	0.02%	413
2025 Q4	$269K	Sell	2,254 -100	-4%	-$11.9K	0.02%	393
2025 Q3	$282K	Hold	2,354	–	–	0.02%	387
2025 Q2	$256K	Hold	2,354	–	–	0.02%	381
2025 Q1	$232K	Hold	2,354	–	–	0.02%	377
2024 Q4	$264K	Sell	2,354 -30	-1%	-$3.21K	0.02%	361
2024 Q3	$239K	Buy	+2,384	New	+$223K	0.02%	373
2024 Q2	–	Sell	-3,094	Closed	-$284K	–	411
2024 Q1	$284K	Buy	3,094 +306	+11%	+$27.2K	0.03%	351
2023 Q4	$249K	Sell	2,788 -200	-7%	-$16.6K	0.03%	360
2023 Q3	$241K	Hold	2,988	–	–	0.03%	362
2023 Q2	$254K	Sell	2,988 -10	-0.3%	-$766	0.03%	360
2023 Q1	$224K	Buy	+2,998	New	+$215K	0.03%	371
2022 Q4	–	Sell	-3,006	Closed	-$214K	–	391
2022 Q3	$214K	Hold	3,006	–	–	0.03%	354
2022 Q2	$207K	Hold	3,006	–	–	0.03%	365
2022 Q1	$278K	Buy	3,006 +58	+2%	+$5.31K	0.03%	347
2021 Q4	$301K	Sell	2,948 -50	-2%	-$4.98K	0.03%	344
2021 Q3	$269K	Hold	2,998	–	–	0.04%	345
2021 Q2	$268K	Sell	2,998 -56	-2%	-$4.88K	0.04%	340
2021 Q1	$257K	Sell	3,054 -442	-13%	-$36.8K	0.04%	335
2020 Q4	$281K	Hold	3,496	–	–	0.05%	309
2020 Q3	$257K	Buy	3,496 +104	+3%	+$7.36K	0.05%	306
2020 Q2	$217K	Buy	+3,392	New	+$200K	0.05%	314

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Naples Global Advisors's XLY Position: Q2 2026 in Review

Naples Global Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 29% in Q2 2026, buying an estimated $76K and bringing the position to 2,870 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #395.

Naples Global Advisors first reported a position in XLY in Q2 2020 and has held it in 23 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Naples Global Advisors held 2,870 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $337K as of Q2 2026.
Naples Global Advisors bought 651 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $76K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #395 holding.
Naples Global Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2020 and has held it in 23 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 Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.