Princeton Global Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Princeton Global Asset 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	$17.5K	Buy	+149	New	+$17.4K	﹤0.01%	508
2025 Q1	–	Sell	-50	Closed	-$5.61K	–	670
2024 Q4	$5.61K	Hold	50	–	–	﹤0.01%	533
2024 Q3	$5.01K	Hold	50	–	–	﹤0.01%	546
2024 Q2	$4.56K	Buy	+50	New	+$4.44K	﹤0.01%	542
2022 Q2	–	Sell	-500	Closed	-$46K	–	600
2022 Q1	$46K	Buy	+500	New	+$45.8K	0.01%	275
2021 Q1	–	Sell	-200	Closed	-$16K	–	536
2020 Q4	$16K	Buy	+200	New	+$15.4K	0.01%	354
2020 Q3	–	Sell	-60	Closed	-$3K	–	542
2020 Q2	$3K	Hold	60	–	–	﹤0.01%	477
2020 Q1	$3K	Sell	60 -162	-73%	-$9.56K	﹤0.01%	452
2019 Q4	$14	Sell	222 -7,090	-97%	-$431K	0.01%	389
2019 Q3	$438K	Sell	7,312 -4,116	-36%	-$248K	0.25%	106
2019 Q2	$681K	Buy	+11,428	New	+$669K	0.41%	69

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

Princeton Global Asset Management's XLY Position: Q2 2026 in Review

Princeton Global Asset Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 149 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Princeton Global Asset Management previously reported a position in XLY as recently as Q4 2024.

Princeton Global Asset Management first reported a position in XLY in Q2 2019 and has held it in 11 quarters since. The position peaked at $681K in Q2 2019. 235 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Princeton Global Asset Management held 149 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $17.5K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Princeton Global Asset Management position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #508 holding.
Princeton Global Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2019 and has held it in 11 quarters since.
Princeton Global Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $681K in Q2 2019.
235 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.