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

Runnymede Capital 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	$1.18M	Sell	10,102 -2,910	-22%	-$340K	0.71%	21
2026 Q1	$1.42M	Buy	+13,012	New	+$1.52M	1.22%	17
2025 Q4	–	Sell	-13,040	Closed	-$1.56M	–	120
2025 Q3	$1.56M	Sell	13,040 -12	-0.1%	-$1.37K	1.29%	18
2025 Q2	$1.42M	Hold	13,052	–	–	1.31%	18
2025 Q1	$1.29M	Sell	13,052 -92	-0.7%	-$9.98K	1.24%	18
2024 Q4	$1.47M	Buy	+13,144	New	+$1.41M	1.29%	16

Other funds holding XLY

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

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Runnymede Capital Advisors's XLY Position: Q2 2026 in Review

Runnymede Capital Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 22% in Q2 2026, selling an estimated $340K and leaving 10,102 shares worth $1.18M. The position accounts for 0.71% of the portfolio, ranked #21.

Runnymede Capital Advisors first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.56M in Q3 2025. 439 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Runnymede Capital Advisors held 10,102 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.18M as of Q2 2026.
Runnymede Capital Advisors sold 2,910 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $340K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.71% of Runnymede Capital Advisors's portfolio in Q2 2026, its #21 holding.
Runnymede Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Runnymede Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.56M in Q3 2025.
439 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Runnymede Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.