RF
XLY icon

Roxbury Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Roxbury Financial’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 		$32.5K Hold
277
– – 0.03% 233
2026
Q1 		$30.1K Buy
277
+1
+0.4% +$117 0.03% 226
2025
Q4 		$33K Hold
276
– – 0.03% 215
2025
Q3 		$33K Buy
276
+2
+0.7% +$229 0.03% 211
2025
Q2 		$29.9K Sell
274
-358
-57% -$36.6K 0.03% 215
2025
Q1 		$68.3K Buy
632
+268
+74% +$29.1K 0.07% 143
2024
Q4 		$40.7K Buy
+364
New +$38.9K 0.04% 181

Other funds holding XLY

WA
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
TC
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

Roxbury Financial's XLY Position: Q2 2026 in Review

Roxbury Financial held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 277 shares worth $32.5K. The position accounts for 0.03% of the portfolio, ranked #233.

Roxbury Financial first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $68.3K in Q1 2025. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Roxbury Financial held 277 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $32.5K as of Q2 2026.
  • Roxbury Financial left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Roxbury Financial's portfolio in Q2 2026, its #233 holding.
  • Roxbury Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $68.3K in Q1 2025.
  • 421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.