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Sequent Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Sequent Asset Management’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 		$1.39M Buy
+11,860
New +$1.38M 0.59% 29
2020
Q1 		– Sell
-3,368
Closed -$211K – 68
2019
Q4 		$211K Buy
+3,368
New +$205K 0.12% 64

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

Sequent Asset Management's XLY Position: Q2 2026 in Review

Sequent Asset Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 11,860 shares worth $1.39M. The stake represents 0.59% of the portfolio and ranks #29 among its holdings. This is a return to the name: Sequent Asset Management previously reported a position in XLY as recently as Q4 2019.

Sequent Asset Management first reported a position in XLY in Q4 2019 and has held it in 2 quarters since. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Sequent Asset Management held 11,860 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.39M as of Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new Sequent Asset Management position in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.59% of Sequent Asset Management's portfolio in Q2 2026, its #29 holding.
  • Sequent Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 2 quarters since.
  • 421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Sequent Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.