Axim Planning & Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Axim Planning & Wealth’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	$206K	Sell	1,755 -98	-5%	-$11.4K	0.29%	86
2026 Q1	$202K	Buy	1,853 +49	+3%	+$5.73K	0.24%	78
2025 Q4	$215K	Sell	1,804 -148	-8%	-$17.5K	0.23%	69
2025 Q3	$234K	Sell	1,952 -104	-5%	-$11.9K	0.18%	70
2025 Q2	$223K	Buy	+2,056	New	+$210K	0.2%	53

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

Axim Planning & Wealth's XLY Position: Q2 2026 in Review

Axim Planning & Wealth reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.3% in Q2 2026, selling an estimated $11.4K and leaving 1,755 shares worth $206K. The position accounts for 0.29% of the portfolio, ranked #86.

Axim Planning & Wealth first reported a position in XLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $234K in Q3 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Axim Planning & Wealth held 1,755 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $206K as of Q2 2026.
Axim Planning & Wealth sold 98 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $11.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.29% of Axim Planning & Wealth's portfolio in Q2 2026, its #86 holding.
Axim Planning & Wealth first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Axim Planning & Wealth's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $234K in Q3 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.