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

Savant Capital’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	$2.62M	Buy	22,813 +14,563	+177%	+$1.7M	0.01%	541
2026 Q1	$899K	Buy	8,250 +3,184	+63%	+$372K	﹤0.01%	664
2025 Q4	$605K	Sell	5,066 -1,704	-25%	-$202K	﹤0.01%	758
2025 Q3	$811K	Sell	6,770 -300	-4%	-$34.3K	﹤0.01%	634
2025 Q2	$768K	Buy	7,070 +1,636	+30%	+$167K	0.01%	609
2025 Q1	$536K	Sell	5,434 -186	-3%	-$20.2K	﹤0.01%	655
2024 Q4	$631K	Buy	+5,620	New	+$601K	0.01%	807
2023 Q3	–	Sell	-2,444	Closed	-$208K	–	832
2023 Q2	$208K	Buy	+2,444	New	+$187K	﹤0.01%	736

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Savant Capital's XLY Position: Q2 2026 in Review

Savant Capital increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 177% in Q2 2026, buying an estimated $1.7M and bringing the position to 22,813 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #541.

Savant Capital first reported a position in XLY in Q2 2023 and has held it in 8 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Savant Capital held 22,813 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.62M as of Q2 2026.
Savant Capital bought 14,563 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.7M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #541 holding.
Savant Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and has held it in 8 quarters since.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.