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

Nations 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 		$1.52M Sell
12,934
-154
-1% -$18K 0.07% 276
2026
Q1 		$1.43M Buy
13,088
+1,068
+9% +$125K 0.07% 283
2025
Q4 		$1.44M Sell
12,020
-734
-6% -$87K 0.08% 260
2025
Q3 		$1.53M Sell
12,754
-676
-5% -$77.4K 0.1% 234
2025
Q2 		$1.46M Sell
13,430
-368
-3% -$37.6K 0.1% 224
2025
Q1 		$1.36M Sell
13,798
-462
-3% -$50.1K 0.1% 220
2024
Q4 		$1.6M Sell
14,260
-1,012
-7% -$108K 0.12% 201
2024
Q3 		$1.53M Sell
15,272
-186
-1% -$17.4K 0.11% 205
2024
Q2 		$1.41M Buy
15,458
+400
+3% +$35.5K 0.12% 200
2024
Q1 		$1.38M Sell
15,058
-970
-6% -$86.4K 0.12% 197
2023
Q4 		$1.43M Buy
16,028
+10
+0.1% +$828 0.13% 181
2023
Q3 		$1.29M Sell
16,018
-376
-2% -$31.8K 0.13% 186
2023
Q2 		$1.39M Sell
16,394
-656
-4% -$50.2K 0.14% 177
2023
Q1 		$1.27M Sell
17,050
-376
-2% -$27K 0.13% 182
2022
Q4 		$1.13M Sell
17,426
-9,788
-36% -$682K 0.13% 201
2022
Q3 		$1.94M Sell
27,214
-1,202
-4% -$94K 0.28% 85
2022
Q2 		$1.95M Sell
28,416
-3,094
-10% -$244K 0.26% 101
2022
Q1 		$2.92M Buy
31,510
+4,290
+16% +$393K 0.35% 65
2021
Q4 		$2.78M Buy
27,220
+1,258
+5% +$125K 0.37% 59
2021
Q3 		$2.33M Buy
25,962
+820
+3% +$74.5K 0.35% 60
2021
Q2 		$2.25M Buy
25,142
+2,736
+12% +$238K 0.38% 64
2021
Q1 		$1.88M Buy
22,406
+1,928
+9% +$160K 0.43% 49
2020
Q4 		$1.65M Buy
20,478
+1,922
+10% +$148K 0.43% 52
2020
Q3 		$1.36M Buy
18,556
+1,526
+9% +$108K 0.42% 53
2020
Q2 		$1.09M Buy
17,030
+724
+4% +$42.7K 0.39% 69
2020
Q1 		$800K Buy
16,306
+234
+1% +$13.8K 0.34% 81
2019
Q4 		$1.01M Sell
16,072
-90
-0.6% -$5.47K 0.35% 88
2019
Q3 		$977K Buy
16,162
+476
+3% +$28.7K 0.35% 80
2019
Q2 		$935K Sell
15,686
-2,446
-13% -$143K 0.62% 38
2019
Q1 		$1.03M Buy
18,132
+1,092
+6% +$59.2K 0.71% 31
2018
Q4 		$844K Buy
17,040
+4,212
+33% +$223K 0.68% 34
2018
Q3 		$752K Buy
12,828
+5,932
+86% +$338K 0.54% 49
2018
Q2 		$377K Buy
6,896
+304
+5% +$16.1K 0.31% 96
2018
Q1 		$334K Sell
6,592
-558
-8% -$29.1K 0.3% 96
2017
Q4 		$353K Buy
7,150
+16
+0.2% +$753 0.32% 95
2017
Q3 		$321K Buy
7,134
+330
+5% +$14.8K 0.31% 100
2017
Q2 		$305K Buy
6,804
+2,018
+42% +$90.4K 0.25% 119
2017
Q1 		$210K Sell
4,786
-514
-10% -$22K 0.2% 136
2016
Q4 		$216K Buy
+5,300
New +$214K 0.23% 132

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

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

Nations Financial Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.2% in Q2 2026, selling an estimated $18K and leaving 12,934 shares worth $1.52M. The position accounts for 0.07% of the portfolio, ranked #276.

Nations Financial Group first reported a position in XLY in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.92M in Q1 2022. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Nations Financial Group held 12,934 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.52M as of Q2 2026.
  • Nations Financial Group sold 154 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $18K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Nations Financial Group's portfolio in Q2 2026, its #276 holding.
  • Nations Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
  • Nations Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.92M in Q1 2022.
  • 421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.