Whitney & Co’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Whitney & Co’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	$267K	Sell	2,275 -41	-2%	-$4.79K	0.02%	154
2026 Q1	$252K	Buy	2,316 +178	+8%	+$20.8K	0.02%	153
2025 Q4	$255K	Buy	2,138 +374	+21%	+$44.3K	0.02%	154
2025 Q3	$211K	Buy	+1,764	New	+$202K	0.02%	132
2025 Q1	–	Sell	-1,814	Closed	-$203K	–	139
2024 Q4	$203K	Buy	+1,814	New	+$194K	0.02%	125
2022 Q1	–	Sell	-3,878	Closed	-$396K	–	143
2021 Q4	$396K	Buy	3,878 +850	+28%	+$84.7K	0.06%	102
2021 Q3	$272K	Buy	+3,028	New	+$275K	0.04%	116
2019 Q1	–	Sell	-4,020	Closed	-$217K	–	116
2018 Q4	$217K	Buy	+4,020	New	+$213K	0.06%	108

Other funds holding XLY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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

Whitney & Co's XLY Position: Q2 2026 in Review

Whitney & Co reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.8% in Q2 2026, selling an estimated $4.79K and leaving 2,275 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #154.

Whitney & Co first reported a position in XLY in Q4 2018 and has held it in 8 quarters since. The position peaked at $396K in Q4 2021. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Whitney & Co held 2,275 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $267K as of Q2 2026.
Whitney & Co sold 41 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $4.79K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Whitney & Co's portfolio in Q2 2026, its #154 holding.
Whitney & Co first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 8 quarters since.
Whitney & Co's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $396K in Q4 2021.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.