Penobscot Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Penobscot Wealth Management’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	$344K	Buy	2,931 +73	+3%	+$8.52K	0.09%	87
2026 Q1	$312K	Sell	2,858 -80	-3%	-$9.35K	0.09%	86
2025 Q4	$351K	Sell	2,938 -2	-0.1%	-$237	0.11%	76
2025 Q3	$352K	Sell	2,940 -618	-17%	-$70.7K	0.11%	77
2025 Q2	$387K	Buy	3,558 +832	+31%	+$85.1K	0.14%	67
2025 Q1	$269K	Sell	2,726 -250	-8%	-$27.1K	0.11%	72
2024 Q4	$334K	Sell	2,976 -66	-2%	-$7.06K	0.15%	59
2024 Q3	$305K	Sell	3,042 -2	-0.1%	-$187	0.16%	62
2024 Q2	$288K	Sell	3,044 -8	-0.3%	-$711	0.17%	58
2024 Q1	$281K	Buy	3,052 +2	+0.1%	+$178	0.18%	64
2023 Q4	$273K	Buy	3,050 +2	+0.1%	+$166	0.18%	62
2023 Q3	$245K	Sell	3,048 -2	-0.1%	-$169	0.19%	58
2023 Q2	$259K	Buy	3,050 +4	+0.1%	+$306	0.19%	54
2023 Q1	$228K	Buy	+3,046	New	+$218K	0.18%	59
2022 Q2	–	Sell	-2,472	Closed	-$229K	–	70
2022 Q1	$229K	Buy	2,472 +2	+0.1%	+$183	0.21%	56
2021 Q4	$253K	Hold	2,470	–	–	0.22%	50
2021 Q3	$222K	Hold	2,470	–	–	0.21%	51
2021 Q2	$220K	Buy	+2,470	New	+$215K	0.21%	48

Other funds holding XLY

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

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Penobscot Wealth Management's XLY Position: Q2 2026 in Review

Penobscot Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.6% in Q2 2026, buying an estimated $8.52K and bringing the position to 2,931 shares worth $344K. The position accounts for 0.09% of the portfolio, ranked #87.

Penobscot Wealth Management first reported a position in XLY in Q2 2021 and has held it in 18 quarters since. The position peaked at $387K in Q2 2025. 236 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Penobscot Wealth Management held 2,931 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $344K as of Q2 2026.
Penobscot Wealth Management bought 73 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $8.52K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Penobscot Wealth Management's portfolio in Q2 2026, its #87 holding.
Penobscot Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and has held it in 18 quarters since.
Penobscot Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $387K in Q2 2025.
236 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.