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NorthAvenue LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

NorthAvenue LLC’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 		– Sell
-80
Closed -$8.72K – 323
2026
Q1 		$8.72K Hold
80
– – 0.01% 139
2025
Q4 		$9.55K Buy
+80
New +$9.49K 0.01% 139

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

NorthAvenue LLC's XLY Position: Q2 2026 in Review

NorthAvenue LLC sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 80 shares — an estimated $8.72K sold.

NorthAvenue LLC first reported a position in XLY in Q4 2025 and held it in 2 quarters. The position peaked at $9.55K in Q4 2025. 311 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • NorthAvenue LLC reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • NorthAvenue LLC sold 80 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $8.72K.
  • NorthAvenue LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • NorthAvenue LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $9.55K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.