Patriot Financial Group Insurance Agency’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $289K | Sell |
2,468
-2,476
| -50% | -$289K | 0.03% | 394 |
|
|
2026
Q1 | $539K | Buy |
4,944
+2,498
| +102% | +$292K | 0.03% | 422 |
|
|
2025
Q4 | $292K | Buy |
2,446
+28
| +1% | +$3.32K | 0.03% | 391 |
|
|
2025
Q3 | $290K | Sell |
2,418
-80
| -3% | -$9.15K | 0.04% | 385 |
|
|
2025
Q2 | $271K | Sell |
2,498
-440
| -15% | -$45K | 0.03% | 422 |
|
|
2025
Q1 | $290K | Sell |
2,938
-248
| -8% | -$26.9K | 0.04% | 385 |
|
|
2024
Q4 | $357K | Sell |
3,186
-316
| -9% | -$33.8K | 0.05% | 336 |
|
|
2024
Q3 | $351K | Sell |
3,502
-154
| -4% | -$14.4K | 0.05% | 351 |
|
|
2024
Q2 | $333K | Sell |
3,656
-146
| -4% | -$13K | 0.05% | 343 |
|
|
2024
Q1 | $350K | Buy |
3,802
+128
| +3% | +$11.4K | 0.06% | 333 |
|
|
2023
Q4 | $328K | Sell |
3,674
-2,556
| -41% | -$212K | 0.06% | 317 |
|
|
2023
Q3 | $501K | Sell |
6,230
-498
| -7% | -$42.1K | 0.1% | 234 |
|
|
2023
Q2 | $571K | Sell |
6,728
-1,444
| -18% | -$111K | 0.11% | 220 |
|
|
2023
Q1 | $611K | Buy |
8,172
+3,618
| +79% | +$259K | 0.12% | 187 |
|
|
2022
Q4 | $294K | Buy |
4,554
+1,652
| +57% | +$115K | 0.04% | 317 |
|
|
2022
Q3 | $207K | Sell |
2,902
-406
| -12% | -$31.8K | 0.05% | 361 |
|
|
2022
Q2 | $227K | Sell |
3,308
-124
| -4% | -$9.77K | 0.05% | 354 |
|
|
2022
Q1 | $317K | Sell |
3,432
-442
| -11% | -$40.5K | 0.06% | 318 |
|
|
2021
Q4 | $396K | Buy |
3,874
+464
| +14% | +$46.2K | 0.07% | 286 |
|
|
2021
Q3 | $306K | Sell |
3,410
-130
| -4% | -$11.8K | 0.05% | 335 |
|
|
2021
Q2 | $316K | Buy |
3,540
+2,106
| +147% | +$183K | 0.06% | 327 |
|
|
2021
Q1 | $121K | Buy |
1,434
+1,202
| +518% | +$100K | 0.03% | 506 |
|
|
2020
Q4 | $19K | Buy |
232
+186
| +404% | +$14.3K | ﹤0.01% | 1005 |
|
|
2020
Q3 | $3K | Sell |
46
-80
| -63% | -$5.66K | ﹤0.01% | 1407 |
|
|
2020
Q2 | $8K | Sell |
126
-1,772
| -93% | -$104K | ﹤0.01% | 1059 |
|
|
2020
Q1 | $93K | Buy |
1,898
+238
| +14% | +$14.1K | 0.04% | 330 |
|
|
2019
Q4 | $104K | Buy |
1,660
+170
| +11% | +$10.3K | 0.04% | 333 |
|
|
2019
Q3 | $90K | Sell |
1,490
-26
| -2% | -$1.57K | 0.04% | 330 |
|
|
2019
Q2 | $91K | Buy |
1,516
+214
| +16% | +$12.5K | 0.04% | 330 |
|
|
2019
Q1 | $74K | Sell |
1,302
-178
| -12% | -$9.65K | 0.04% | 324 |
|
|
2018
Q4 | $73K | Sell |
1,480
-250
| -14% | -$13.2K | 0.05% | 267 |
|
|
2018
Q3 | $101K | Buy |
1,730
+766
| +79% | +$43.6K | 0.06% | 204 |
|
|
2018
Q2 | $53K | Sell |
964
-3,230
| -77% | -$171K | 0.06% | 181 |
|
|
2018
Q1 | $206K | Buy |
4,194
+778
| +23% | +$40.6K | 0.15% | 133 |
|
|
2017
Q4 | $175K | Buy |
3,416
+1,406
| +70% | +$66.2K | 0.13% | 142 |
|
|
2017
Q3 | $92K | Buy |
2,010
+402
| +25% | +$18.1K | 0.08% | 188 |
|
|
2017
Q2 | $72K | Buy |
1,608
+1,178
| +274% | +$52.8K | 0.08% | 190 |
|
|
2017
Q1 | $19K | Buy |
+430
| New | +$18.4K | 0.02% | 372 |
|
Other funds holding XLY
MIFH
Patriot Financial Group Insurance Agency's XLY Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 50% in Q2 2026, selling an estimated $289K and leaving 2,468 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #394.
Patriot Financial Group Insurance Agency first reported a position in XLY in Q1 2017 and has held it in 38 quarters since. The position peaked at $611K in Q1 2023. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Patriot Financial Group Insurance Agency held 2,468 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $289K as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 2,476 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $289K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #394 holding.
- Patriot Financial Group Insurance Agency first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2017 and has held it in 38 quarters since.
- Patriot Financial Group Insurance Agency's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $611K in Q1 2023.
- 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.