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

Townsend 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	$44.9K	Sell	383 -60	-14%	-$7K	0.01%	168
2026 Q1	$48.3K	Buy	443 +439	+10,975%	+$51.3K	0.02%	157
2025 Q4	$478	Hold	4	–	–	﹤0.01%	172
2025 Q3	$479	Hold	4	–	–	﹤0.01%	166
2025 Q2	$435	Sell	4 -846	-100%	-$86.5K	﹤0.01%	175
2025 Q1	$83.8K	Buy	850 +2	+0.2%	+$217	0.03%	131
2024 Q4	$95K	Buy	848 +2	+0.2%	+$214	0.03%	141
2024 Q3	$84.7K	Buy	846 +2	+0.2%	+$187	0.03%	148
2024 Q2	$77K	Buy	844 +2	+0.2%	+$178	0.03%	148
2024 Q1	$77.4K	Buy	842 +2	+0.2%	+$178	0.03%	148
2023 Q4	$75.1K	Buy	840 +2	+0.2%	+$166	0.03%	143
2023 Q3	$67.5K	Sell	838 -10	-1%	-$845	0.03%	142
2023 Q2	$71.9K	Buy	848 +2	+0.2%	+$153	0.03%	150
2023 Q1	$63.2K	Buy	846 +18	+2%	+$1.29K	0.03%	153
2022 Q4	$53.5K	Buy	828 +2	+0.2%	+$139	0.03%	157
2022 Q3	$59K	Buy	826 +2	+0.2%	+$156	0.03%	153
2022 Q2	$57K	Buy	824 +2	+0.2%	+$158	0.03%	170
2022 Q1	$76K	Sell	822 -66	-7%	-$6.04K	0.04%	167
2021 Q4	$91K	Buy	888 +2	+0.2%	+$199	0.04%	164
2021 Q3	$80K	Buy	886 +2	+0.2%	+$182	0.04%	159
2021 Q2	$79K	Hold	884	–	–	0.04%	155
2021 Q1	$74K	Buy	884 +2	+0.2%	+$166	0.05%	146
2020 Q4	$71K	Buy	882 +2	+0.2%	+$154	0.05%	146
2020 Q3	$65K	Sell	880 -8	-0.9%	-$566	0.05%	143
2020 Q2	$57K	Buy	888 +2	+0.2%	+$118	0.05%	146
2020 Q1	$43K	Buy	886 +4	+0.5%	+$236	0.04%	138
2019 Q4	$55K	Buy	+882	New	+$53.7K	0.04%	160

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

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

Townsend Asset Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 14% in Q2 2026, selling an estimated $7K and leaving 383 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #168.

Townsend Asset Management first reported a position in XLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $95K in Q4 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Townsend Asset Management held 383 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $44.9K as of Q2 2026.
Townsend Asset Management sold 60 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Townsend Asset Management's portfolio in Q2 2026, its #168 holding.
Townsend Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Townsend Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $95K in Q4 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.