Pinnacle Family Advisors’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
$656K Buy
+5,590
New +$652K 0.28% 67
2026
Q1
Sell
-5,443
Closed -$650K 159
2025
Q4
$650K Buy
+5,443
New +$645K 0.29% 64
2025
Q2
Sell
-13,670
Closed -$1.35M 134
2025
Q1
$1.35M Buy
13,670
+7,310
+115% +$793K 0.73% 36
2024
Q4
$713K Buy
+6,360
New +$680K 0.35% 56
2024
Q2
Sell
-6,460
Closed -$594K 129
2024
Q1
$594K Sell
6,460
-9,940
-61% -$885K 0.32% 49
2023
Q4
$1.47M Buy
+16,400
New +$1.36M 0.86% 26
2023
Q3
Sell
-6,260
Closed -$532K 109
2023
Q2
$532K Buy
+6,260
New +$479K 0.29% 64

Other funds holding XLY

Pinnacle Family Advisors's XLY Position: Q2 2026 in Review

Pinnacle Family Advisors opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 5,590 shares worth $656K. The stake represents 0.28% of the portfolio and ranks #67 among its holdings. This is a return to the name: Pinnacle Family Advisors previously reported a position in XLY as recently as Q4 2025.

Pinnacle Family Advisors first reported a position in XLY in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.47M in Q4 2023. 1,310 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Pinnacle Family Advisors held 5,590 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $656K as of Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new Pinnacle Family Advisors position in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.28% of Pinnacle Family Advisors's portfolio in Q2 2026, its #67 holding.
  • Pinnacle Family Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and has held it in 7 quarters since.
  • Pinnacle Family Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.47M in Q4 2023.
  • 1,310 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.