Bedel Financial Consulting’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bedel Financial Consulting’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	$216K	Hold	1,844	–	–	0.02%	295
2026 Q1	$201K	Sell	1,844 -104	-5%	-$12.2K	0.02%	291
2025 Q4	$233K	Buy	1,948 +4	+0.2%	+$474	0.03%	255
2025 Q3	$233K	Buy	1,944 +32	+2%	+$3.66K	0.03%	252
2025 Q2	$208K	Buy	+1,912	New	+$196K	0.03%	266
2025 Q1	–	Sell	-1,912	Closed	-$219K	–	274
2024 Q4	$219K	Buy	+1,912	New	+$204K	0.03%	248
2022 Q2	–	Sell	-1,912	Closed	-$177K	–	941
2022 Q1	$177K	Sell	1,912 -22	-1%	-$2.02K	0.06%	194
2021 Q4	$198K	Sell	1,934 -26	-1%	-$2.59K	0.06%	191
2021 Q3	$176K	Buy	1,960 +48	+3%	+$4.36K	0.06%	197
2021 Q2	$171K	Hold	1,912	–	–	0.06%	196
2021 Q1	$161K	Hold	1,912	–	–	0.06%	196
2020 Q4	$154K	Hold	1,912	–	–	0.07%	178
2020 Q3	$141K	Hold	1,912	–	–	0.07%	171
2020 Q2	$122K	Hold	1,912	–	–	0.07%	173
2020 Q1	$94K	Hold	1,912	–	–	0.06%	185
2019 Q4	$120K	Hold	1,912	–	–	0.07%	189
2019 Q3	$115K	Sell	1,912 -600	-24%	-$36.2K	0.07%	188
2019 Q2	$150K	Hold	2,512	–	–	0.09%	161
2019 Q1	$143K	Hold	2,512	–	–	0.09%	161
2018 Q4	$124K	Hold	2,512	–	–	0.09%	162
2018 Q3	$138K	Hold	2,512	–	–	0.09%	164
2018 Q2	$137K	Hold	2,512	–	–	0.1%	167
2018 Q1	$127K	Buy	+2,512	New	+$131K	0.1%	175

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

Bedel Financial Consulting's XLY Position: Q2 2026 in Review

Bedel Financial Consulting held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 1,844 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #295.

Bedel Financial Consulting first reported a position in XLY in Q1 2018 and has held it in 23 quarters since. The position peaked at $233K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Bedel Financial Consulting held 1,844 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $216K as of Q2 2026.
Bedel Financial Consulting left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #295 holding.
Bedel Financial Consulting first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and has held it in 23 quarters since.
Bedel Financial Consulting's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $233K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.