Valeo Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Valeo Financial 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 Q3	$2.34M	Buy	21,480 +2	+0%	+$230	0.05%	166
2026 Q2	$2.52M	Sell	21,478 -690	-3%	-$80.5K	0.05%	148
2026 Q1	$2.42M	Sell	22,168 -34	-0.2%	-$3.97K	0.06%	137
2025 Q4	$2.65M	Sell	22,202 -1,610	-7%	-$191K	0.06%	146
2025 Q3	$2.85M	Sell	23,812 -2,104	-8%	-$241K	0.07%	129
2025 Q2	$2.82M	Sell	25,916 -39,648	-60%	-$4.05M	0.07%	134
2025 Q1	$2.07M	Sell	65,564 -956	-1%	-$104K	0.06%	155
2024 Q4	$2.45M	Buy	66,520 +45,972	+224%	+$4.92M	0.07%	130
2024 Q3	$2.06M	Buy	20,548 +188	+0.9%	+$17.6K	0.06%	152
2024 Q2	$1.86M	Buy	20,360 +2,092	+11%	+$186K	0.06%	154
2024 Q1	$1.59M	Buy	18,268 +1,220	+7%	+$109K	0.06%	168
2023 Q4	$1.52M	Buy	17,048 +350	+2%	+$29K	0.06%	169
2023 Q3	$1.34M	Buy	16,698 +52	+0.3%	+$4.4K	0.06%	166
2023 Q2	$1.41M	Sell	16,646 -4,126	-20%	-$316K	0.06%	162
2023 Q1	$1.55M	Buy	20,772 +6,448	+45%	+$462K	0.07%	155
2022 Q4	$925K	Buy	14,324 +2,018	+16%	+$141K	0.05%	195
2022 Q3	$876K	Buy	12,306 +694	+6%	+$54.3K	0.06%	186
2022 Q2	$798K	Sell	11,612 -10,830	-48%	-$853K	0.05%	191
2022 Q1	$2.08M	Buy	22,442 +5,052	+29%	+$463K	0.11%	118
2021 Q4	$1.78M	Sell	17,390 -280	-2%	-$27.9K	0.1%	128
2021 Q3	$1.58M	Sell	17,670 -98	-0.6%	-$8.9K	0.09%	136
2021 Q2	$1.59M	Buy	17,768 +154	+0.9%	+$13.4K	0.1%	127
2021 Q1	$1.48M	Sell	17,614 -44	-0.2%	-$3.66K	0.07%	149
2020 Q4	$1.42M	Sell	17,658 -2,506	-12%	-$193K	0.07%	133
2020 Q3	$1.48M	Sell	20,164 -4,376	-18%	-$310K	0.13%	104
2020 Q2	$1.57M	Buy	24,540 +268	+1%	+$15.8K	0.14%	97
2020 Q1	$1.29M	Buy	24,272 +6,162	+34%	+$364K	0.14%	100
2019 Q4	$1.14M	Buy	18,110 +138	+0.8%	+$8.4K	0.11%	124
2019 Q3	$1.08M	Buy	17,972 +12	+0.1%	+$723	0.12%	118
2019 Q2	$1.07M	Buy	17,960 +2,088	+13%	+$122K	0.12%	125
2019 Q1	$904K	Buy	15,872 +5,146	+48%	+$279K	0.11%	135
2018 Q4	$531K	Sell	10,726 -978	-8%	-$51.7K	0.07%	163
2018 Q3	$615K	Buy	11,704 +588	+5%	+$33.5K	0.08%	160
2018 Q2	$624K	Buy	11,116 +3,250	+41%	+$172K	0.09%	145
2018 Q1	$398K	Sell	7,866 -2,408	-23%	-$126K	0.06%	176
2017 Q4	$507K	Buy	10,274 +3,888	+61%	+$183K	0.08%	146
2017 Q3	$288K	Buy	+6,386	New	+$287K	0.07%	172

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

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 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

Valeo Financial Advisors's XLY Position: Q3 2026 in Review

Valeo Financial Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.01% in Q3 2026, buying an estimated $230 and bringing the position to 21,480 shares worth $2.34M. The position accounts for 0.05% of the portfolio, ranked #166.

Valeo Financial Advisors first reported a position in XLY in Q3 2017 and has held it in 37 quarters since. The position peaked at $2.85M in Q3 2025. 71 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Valeo Financial Advisors held 21,480 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.34M as of Q3 2026.
Valeo Financial Advisors bought 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $230.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Valeo Financial Advisors's portfolio in Q3 2026, its #166 holding.
Valeo Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2017 and has held it in 37 quarters since.
Valeo Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.85M in Q3 2025.
71 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

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