Benjamin Edwards Inc’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Benjamin Edwards Inc’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	$9.52M	Buy	81,186 +14,620	+22%	+$1.71M	0.09%	238
2026 Q1	$7.25M	Buy	66,566 +1,364	+2%	+$159K	0.07%	262
2025 Q4	$7.79M	Buy	65,202 +24	+0%	+$2.85K	0.09%	231
2025 Q3	$7.81M	Buy	65,178 +6,482	+11%	+$742K	0.09%	222
2025 Q2	$6.38M	Sell	58,696 -7,658	-12%	-$783K	0.08%	227
2025 Q1	$6.55M	Buy	66,354 +270	+0.4%	+$29.3K	0.09%	215
2024 Q4	$7.41M	Buy	66,084 +13,146	+25%	+$1.41M	0.11%	207
2024 Q3	$5.3M	Buy	+52,938	New	+$4.95M	0.08%	255
2023 Q1	–	Sell	-54	Closed	-$4K	–	776
2022 Q4	$4K	Sell	54 -28	-34%	-$1.95K	﹤0.01%	656
2022 Q3	$6K	Sell	82 -664	-89%	-$52K	﹤0.01%	611
2022 Q2	$51K	Buy	746 +10	+1%	+$788	0.02%	430
2022 Q1	$68K	Buy	736 +52	+8%	+$4.76K	0.02%	421
2021 Q4	$70K	Sell	684 -12	-2%	-$1.2K	0.02%	392
2021 Q3	$62K	Sell	696 -12	-2%	-$1.09K	0.04%	277
2021 Q2	$63K	Sell	708 -18	-2%	-$1.57K	0.04%	252
2021 Q1	$61K	Sell	726 -4,192	-85%	-$349K	0.05%	240
2020 Q4	$395K	Buy	4,918 +28	+0.6%	+$2.16K	0.31%	108
2020 Q3	$359K	Sell	4,890 -1,682	-26%	-$119K	0.3%	105
2020 Q2	$420K	Buy	6,572 +5,874	+842%	+$346K	0.35%	95
2020 Q1	$34K	Buy	+698	New	+$41.2K	0.04%	195

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

Benjamin Edwards Inc's XLY Position: Q2 2026 in Review

Benjamin Edwards Inc increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 22% in Q2 2026, buying an estimated $1.71M and bringing the position to 81,186 shares worth $9.52M. The position accounts for 0.09% of the portfolio, ranked #238.

Benjamin Edwards Inc first reported a position in XLY in Q1 2020 and has held it in 20 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Benjamin Edwards Inc held 81,186 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $9.52M as of Q2 2026.
Benjamin Edwards Inc bought 14,620 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.71M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Benjamin Edwards Inc's portfolio in Q2 2026, its #238 holding.
Benjamin Edwards Inc first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and has held it in 20 quarters since.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.