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

Sage 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	$462K	Sell	3,937 -122	-3%	-$14.2K	0.1%	111
2026 Q1	$442K	Buy	4,059 +1	+0%	+$117	0.1%	103
2025 Q4	$485K	Sell	4,058 -38	-0.9%	-$4.51K	0.12%	96
2025 Q3	$491K	Sell	4,096 -40	-1%	-$4.58K	0.12%	95
2025 Q2	$449K	Sell	4,136 -150	-3%	-$15.3K	0.11%	99
2025 Q1	$423K	Sell	4,286 -30	-0.7%	-$3.25K	0.11%	99
2024 Q4	$484K	Sell	4,316 -18	-0.4%	-$1.93K	0.13%	94
2024 Q3	$434K	Sell	4,334 -48	-1%	-$4.49K	0.11%	109
2024 Q2	$400K	Sell	4,382 -46	-1%	-$4.09K	0.11%	105
2024 Q1	$407K	Hold	4,428	–	–	0.12%	102
2023 Q4	$396K	Sell	4,428 -34	-0.8%	-$2.82K	0.13%	92
2023 Q3	$359K	Sell	4,462 -112	-2%	-$9.47K	0.13%	94
2023 Q2	$388K	Buy	4,574 +6	+0.1%	+$459	0.14%	90
2023 Q1	$342K	Buy	4,568 +48	+1%	+$3.44K	0.13%	95
2022 Q4	$292K	Buy	4,520 +2	+0%	+$139	0.13%	104
2022 Q3	$322K	Hold	4,518	–	–	0.16%	84
2022 Q2	$311K	Sell	4,518 -28	-0.6%	-$2.21K	0.15%	81
2022 Q1	$408K	Sell	4,546 -1,838	-29%	-$168K	0.17%	75
2021 Q4	$604K	Buy	6,384 +1,466	+30%	+$146K	0.23%	64
2021 Q3	$441K	Hold	4,918	–	–	0.19%	73
2021 Q2	$445K	Sell	4,918 -1,972	-29%	-$172K	0.18%	75
2021 Q1	$579K	Hold	6,890	–	–	0.26%	64
2020 Q4	$588K	Buy	6,890 +2,244	+48%	+$173K	0.29%	60
2020 Q3	$341K	Buy	4,646 +986	+27%	+$69.8K	0.21%	70
2020 Q2	$234K	Sell	3,660 -496	-12%	-$29.2K	0.15%	84
2020 Q1	$204K	Buy	+4,156	New	+$245K	0.17%	80

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

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

Sage Capital Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3% in Q2 2026, selling an estimated $14.2K and leaving 3,937 shares worth $462K. The position accounts for 0.1% of the portfolio, ranked #111.

Sage Capital Advisors first reported a position in XLY in Q1 2020 and has held it in 26 quarters since. The position peaked at $604K in Q4 2021. 579 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Sage Capital Advisors held 3,937 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $462K as of Q2 2026.
Sage Capital Advisors sold 122 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $14.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Sage Capital Advisors's portfolio in Q2 2026, its #111 holding.
Sage Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Sage Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $604K in Q4 2021.
579 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.