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

Stillwater 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 		$14.2M Sell
120,912
-398
-0.3% -$46.5K 1.45% 27
2026
Q1 		$13.2M Buy
121,310
+891
+0.7% +$104K 1.51% 28
2025
Q4 		$14.4M Sell
120,419
-1,133
-0.9% -$134K 1.55% 26
2025
Q3 		$14.6M Sell
121,552
-7,780
-6% -$890K 1.64% 26
2025
Q2 		$14.1M Buy
129,332
+242
+0.2% +$24.7K 1.79% 25
2025
Q1 		$12.7M Buy
129,090
+1,522
+1% +$165K 1.78% 26
2024
Q4 		$14.3M Buy
127,568
+2,034
+2% +$218K 1.77% 25
2024
Q3 		$12.6M Buy
125,534
+2,320
+2% +$217K 1.63% 28
2024
Q2 		$11.2M Buy
123,214
+4,362
+4% +$388K 1.57% 28
2024
Q1 		$10.9M Sell
118,852
-1,308
-1% -$116K 1.62% 26
2023
Q4 		$10.7M Sell
120,160
-10,926
-8% -$905K 1.72% 27
2023
Q3 		$10.6M Buy
131,086
+2,686
+2% +$227K 1.92% 25
2023
Q2 		$10.9M Buy
128,400
+1,854
+1% +$142K 1.93% 23
2023
Q1 		$9.46M Buy
126,546
+1,944
+2% +$139K 1.84% 26
2022
Q4 		$8.05M Buy
124,602
+1,338
+1% +$93.3K 1.7% 26
2022
Q3 		$8.78M Sell
123,264
-2,008
-2% -$157K 2% 23
2022
Q2 		$8.61M Buy
125,272
+3,728
+3% +$294K 1.6% 29
2022
Q1 		$11.2M Buy
121,544
+3,836
+3% +$351K 1.81% 28
2021
Q4 		$12M Buy
117,708
+5,642
+5% +$562K 1.83% 26
2021
Q3 		$10.1M Buy
112,066
+128
+0.1% +$11.6K 1.66% 30
2021
Q2 		$9.99M Buy
111,938
+3,674
+3% +$320K 1.65% 29
2021
Q1 		$9.1M Buy
108,264
+9,346
+9% +$777K 1.65% 29
2020
Q4 		$7.95M Buy
98,918
+1,360
+1% +$105K 1.52% 28
2020
Q3 		$7.17M Buy
97,558
+16,852
+21% +$1.19M 1.56% 28
2020
Q2 		$5.15M Sell
80,706
-6,678
-8% -$394K 1.24% 29
2020
Q1 		$4.29M Buy
87,384
+3,544
+4% +$209K 1.26% 30
2019
Q4 		$5.26M Buy
83,840
+8,576
+11% +$522K 1.19% 31
2019
Q3 		$4.54M Buy
75,264
+3,860
+5% +$233K 1.15% 29
2019
Q2 		$4.26M Sell
71,404
-33,124
-32% -$1.94M 1.05% 32
2019
Q1 		$5.95M Sell
104,528
-1,094
-1% -$59.3K 1.3% 31
2018
Q4 		$5.23M Sell
105,622
-7,004
-6% -$370K 1.3% 29
2018
Q3 		$6.6M Buy
112,626
+1,150
+1% +$65.5K 1.37% 30
2018
Q2 		$6.09M Buy
111,476
+2,300
+2% +$122K 1.45% 29
2018
Q1 		$5.53M Buy
109,176
+1,708
+2% +$89K 1.33% 30
2017
Q4 		$5.3M Buy
107,468
+1,928
+2% +$90.7K 1.25% 30
2017
Q3 		$4.75M Buy
105,540
+8,012
+8% +$360K 1.23% 30
2017
Q2 		$4.37M Buy
97,528
+3,286
+3% +$147K 1.11% 31
2017
Q1 		$4.14M Buy
94,242
+8,056
+9% +$345K 1.1% 30
2016
Q4 		$3.51M Sell
86,186
-5,142
-6% -$208K 0.94% 33
2016
Q3 		$3.65M Buy
91,328
+512
+0.6% +$20.6K 1.07% 30
2016
Q2 		$3.54M Buy
90,816
+11,346
+14% +$446K 1.06% 30
2016
Q1 		$3.14M Buy
79,470
+69,366
+687% +$2.58M 0.93% 32
2015
Q4 		$395K Buy
+10,104
New +$401K 0.12% 61

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

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

Stillwater Capital Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.33% in Q2 2026, selling an estimated $46.5K and leaving 120,912 shares worth $14.2M. The position accounts for 1.45% of the portfolio, ranked #27.

Stillwater Capital Advisors first reported a position in XLY in Q4 2015 and has held it in 43 quarters since. The position peaked at $14.6M in Q3 2025. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Stillwater Capital Advisors held 120,912 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $14.2M as of Q2 2026.
  • Stillwater Capital Advisors sold 398 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $46.5K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 1.45% of Stillwater Capital Advisors's portfolio in Q2 2026, its #27 holding.
  • Stillwater Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and has held it in 43 quarters since.
  • Stillwater Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $14.6M in Q3 2025.
  • 421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Stillwater Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.