West Branch Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

West Branch Capital’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	$48.6K	Sell	414 -169	-29%	-$19.7K	0.01%	141
2026 Q1	$63.5K	Sell	583 -165	-22%	-$19.3K	0.02%	124
2025 Q4	$89.3K	Hold	748	–	–	0.02%	119
2025 Q3	$89.6K	Hold	748	–	–	0.02%	120
2025 Q2	$81.3K	Sell	748 -220	-23%	-$22.5K	0.02%	123
2025 Q1	$95.6K	Hold	968	–	–	0.03%	117
2024 Q4	$109K	Hold	968	–	–	0.03%	111
2024 Q3	$97K	Hold	968	–	–	0.03%	121
2024 Q2	$88.3K	Hold	968	–	–	0.03%	131
2024 Q1	$89K	Hold	968	–	–	0.04%	133
2023 Q4	$86.5K	Hold	968	–	–	0.04%	126
2023 Q3	$77.9K	Hold	968	–	–	0.04%	130
2023 Q2	$82.2K	Hold	968	–	–	0.04%	124
2023 Q1	$72.4K	Hold	968	–	–	0.04%	140
2022 Q4	$62.5K	Sell	968 -200	-17%	-$13.9K	0.04%	149
2022 Q3	$83K	Buy	1,168 +200	+21%	+$15.6K	0.05%	131
2022 Q2	$67K	Hold	968	–	–	0.04%	156
2022 Q1	$90K	Sell	968 -20	-2%	-$1.83K	0.04%	138
2021 Q4	$101K	Hold	988	–	–	0.04%	139
2021 Q3	$89K	Hold	988	–	–	0.04%	144
2021 Q2	$88K	Buy	+988	New	+$86K	0.04%	149

Other funds holding XLY

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

West Branch Capital's XLY Position: Q2 2026 in Review

West Branch Capital reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 29% in Q2 2026, selling an estimated $19.7K and leaving 414 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #141.

West Branch Capital first reported a position in XLY in Q2 2021 and has held it in 21 quarters since. The position peaked at $109K in Q4 2024. 388 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

West Branch Capital held 414 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $48.6K as of Q2 2026.
West Branch Capital sold 169 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $19.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #141 holding.
West Branch Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $109K in Q4 2024.
388 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.