Superior Planning, LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Superior Planning, LLC’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	$179K	Buy	+1,648	New	+$189K	0.07%	176

Other funds holding XLY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Superior Planning, LLC's XLY Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2026: 1,648 shares worth $179K. The stake represents 0.07% of the portfolio and ranks #176 among its holdings.

966 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Superior Planning, LLC held 1,648 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $179K as of Q3 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Superior Planning, LLC position in Q3 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Superior Planning, LLC's portfolio in Q3 2026, its #176 holding.
966 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.