Toth Financial Advisory’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Toth Financial Advisory’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 Q3	$5.87M	Sell	53,937 -802	-1%	-$92.2K	0.59%	59
2026 Q2	$6.42M	Buy	54,739 +1,038	+2%	+$121K	0.63%	61
2026 Q1	$5.85M	Buy	53,701 +451	+0.8%	+$52.7K	0.64%	62
2025 Q4	$6.36M	Buy	53,250 +1,780	+3%	+$211K	0.69%	55
2025 Q3	$6.17M	Buy	51,470 +6,774	+15%	+$775K	0.66%	56
2025 Q2	$4.86M	Sell	44,696 -10,008	-18%	-$1.02M	0.57%	60
2025 Q1	$5.4M	Buy	54,704 +132	+0.2%	+$14.3K	0.65%	58
2024 Q4	$6.12M	Buy	54,572 +562	+1%	+$60.1K	0.72%	51
2024 Q3	$5.41M	Buy	54,010 +798	+1%	+$74.6K	0.64%	56
2024 Q2	$4.85M	Buy	53,212 +382	+0.7%	+$33.9K	0.62%	58
2024 Q1	$4.86M	Buy	52,830 +2,558	+5%	+$228K	0.61%	59
2023 Q4	$4.49M	Buy	50,272 +2,084	+4%	+$173K	0.61%	60
2023 Q3	$3.88M	Buy	48,188 +4,222	+10%	+$357K	0.59%	68
2023 Q2	$3.73M	Sell	43,966 -2,362	-5%	-$181K	0.54%	68
2023 Q1	$3.46M	Sell	46,328 -92	-0.2%	-$6.6K	0.54%	69
2022 Q4	$3M	Buy	46,420 +196	+0.4%	+$13.7K	0.49%	66
2022 Q3	$3.29M	Buy	46,224 +650	+1%	+$50.9K	0.6%	64
2022 Q2	$3.13M	Sell	45,574 -20,742	-31%	-$1.63M	0.55%	65
2022 Q1	$6.13M	Buy	66,316 +2,070	+3%	+$190K	0.92%	44
2021 Q4	$6.57M	Buy	64,246 +60	+0.1%	+$5.98K	0.9%	41
2021 Q3	$5.76M	Sell	64,186 -2,144	-3%	-$195K	0.87%	43
2021 Q2	$5.92M	Sell	66,330 -614	-0.9%	-$53.5K	0.9%	41
2021 Q1	$5.63M	Buy	66,944 +18	+0%	+$1.5K	0.9%	40
2020 Q4	$5.38M	Buy	66,926 +972	+1%	+$74.9K	0.92%	38
2020 Q3	$4.85M	Buy	65,954 +4,770	+8%	+$338K	0.93%	40
2020 Q2	$3.91M	Buy	61,184 +3,132	+5%	+$185K	0.85%	45
2020 Q1	$2.85M	Sell	58,052 -114,994	-66%	-$6.79M	0.82%	47
2019 Q4	$10.9M	Sell	173,046 -2,504	-1%	-$152K	2.2%	8
2019 Q3	$10.6M	Sell	175,550 -1,766	-1%	-$106K	2.32%	6
2019 Q2	$10.6M	Buy	177,316 +1,150	+0.7%	+$67.3K	2.36%	6
2019 Q1	$10M	Sell	176,166 -746	-0.4%	-$40.4K	2.35%	6
2018 Q4	$8.76M	Sell	176,912 -1,150	-0.6%	-$60.8K	2.39%	6
2018 Q3	$10.4M	Sell	178,062 -2,808	-2%	-$160K	2.32%	6
2018 Q2	$9.88M	Buy	180,870 +100	+0.1%	+$5.28K	2.32%	5
2018 Q1	$9.15M	Sell	180,770 -598	-0.3%	-$31.2K	2.23%	6
2017 Q4	$8.95M	Buy	181,368 +722	+0.4%	+$34K	2.12%	7
2017 Q3	$8.14M	Buy	180,646 +1,994	+1%	+$89.7K	2.05%	7
2017 Q2	$8.01M	Sell	178,652 -1,062	-0.6%	-$47.6K	2.09%	7
2017 Q1	$7.9M	Buy	179,714 +1,358	+0.8%	+$58.2K	2.1%	8
2016 Q4	$7.26M	Buy	178,356 +1,616	+0.9%	+$65.3K	2.09%	9
2016 Q3	$7.07M	Sell	176,740 -860	-0.5%	-$34.6K	2.08%	9
2016 Q2	$6.93M	Buy	177,600 +172	+0.1%	+$6.77K	2.11%	8
2016 Q1	$7.02M	Sell	177,428 -6,274	-3%	-$234K	2.29%	8
2015 Q4	$7.18M	Buy	183,702 +6,790	+4%	+$269K	2.38%	8
2015 Q3	$6.57M	Sell	176,912 -1,536	-0.9%	-$59K	2.41%	8
2015 Q2	$6.82M	Buy	178,448 +1,238	+0.7%	+$47.4K	2.28%	9
2015 Q1	$6.68M	Buy	177,210 +3,638	+2%	+$134K	2.24%	7
2014 Q4	$6.26M	Buy	173,572 +2,838	+2%	+$97.3K	2.17%	10
2014 Q3	$5.69M	Buy	170,734 +2,460	+1%	+$83.2K	2.15%	9
2014 Q2	$5.62M	Sell	168,274 -448	-0.3%	-$14.5K	2.13%	8
2014 Q1	$5.46M	Buy	168,722 +544	+0.3%	+$17.7K	2.21%	9
2013 Q4	$5.62M	Sell	168,178 -840	-0.5%	-$26.7K	2.38%	7
2013 Q3	$5.12M	Sell	169,018 -6,986	-4%	-$207K	2.4%	8
2013 Q2	$4.96M	Buy	+176,004	New	+$4.87M	2.44%	8

Other funds holding XLY

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Toth Financial Advisory's XLY Position: Q3 2026 in Review

Toth Financial Advisory reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.5% in Q3 2026, selling an estimated $92.2K and leaving 53,937 shares worth $5.87M. The position accounts for 0.59% of the portfolio, ranked #59.

Toth Financial Advisory first reported a position in XLY in Q2 2013 and has held it in 54 quarters since. The position peaked at $10.9M in Q4 2019. 71 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Toth Financial Advisory held 53,937 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.87M as of Q3 2026.
Toth Financial Advisory sold 802 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $92.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.59% of Toth Financial Advisory's portfolio in Q3 2026, its #59 holding.
Toth Financial Advisory first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 54 quarters since.
Toth Financial Advisory's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $10.9M in Q4 2019.
71 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.