Rockingstone Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Rockingstone Advisors’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	$959K	Buy	8,178 +750	+10%	+$87.5K	0.39%	66
2026 Q1	$810K	Hold	7,428	–	–	0.37%	67
2025 Q4	$887K	Buy	7,428 +550	+8%	+$65.2K	0.4%	65
2025 Q3	$824K	Hold	6,878	–	–	0.41%	63
2025 Q2	$747K	Sell	6,878 -1,640	-19%	-$168K	0.39%	63
2025 Q1	$841K	Buy	8,518 +238	+3%	+$25.8K	0.38%	63
2024 Q4	$929K	Buy	8,280 +450	+6%	+$48.1K	0.41%	58
2024 Q3	$784K	Buy	7,830 +70	+0.9%	+$6.54K	0.39%	68
2024 Q2	$708K	Hold	7,760	–	–	0.36%	71
2024 Q1	$713K	Sell	7,760 -190	-2%	-$16.9K	0.37%	71
2023 Q4	$711K	Sell	7,950 -168	-2%	-$13.9K	0.4%	71
2023 Q3	$653K	Buy	8,118 +138	+2%	+$11.7K	0.36%	71
2023 Q2	$678K	Hold	7,980	–	–	0.38%	70
2023 Q1	$597K	Buy	7,980 +4,078	+105%	+$292K	0.36%	70
2022 Q4	$252K	Buy	+3,902	New	+$272K	0.19%	97

Other funds holding XLY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

Rockingstone Advisors's XLY Position: Q2 2026 in Review

Rockingstone Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 10% in Q2 2026, buying an estimated $87.5K and bringing the position to 8,178 shares worth $959K. The position accounts for 0.39% of the portfolio, ranked #66.

Rockingstone Advisors first reported a position in XLY in Q4 2022 and has held it in 15 quarters since. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Rockingstone Advisors held 8,178 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $959K as of Q2 2026.
Rockingstone Advisors bought 750 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $87.5K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.39% of Rockingstone Advisors's portfolio in Q2 2026, its #66 holding.
Rockingstone Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.