BFSG LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

BFSG 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 Q2	$1.83M	Buy	15,617 +756	+5%	+$88.2K	0.16%	140
2026 Q1	$1.62M	Sell	14,861 -779	-5%	-$91K	0.15%	140
2025 Q4	$1.87M	Sell	15,640 -552	-3%	-$65.5K	0.18%	132
2025 Q3	$1.94M	Sell	16,192 -900	-5%	-$103K	0.19%	136
2025 Q2	$1.86M	Sell	17,092 -2,762	-14%	-$282K	0.21%	124
2025 Q1	$1.96M	Sell	19,854 -2,870	-13%	-$311K	0.24%	117
2024 Q4	$2.55M	Sell	22,724 -5,520	-20%	-$590K	0.3%	107
2024 Q3	$2.83M	Sell	28,244 -10,116	-26%	-$946K	0.33%	99
2024 Q2	$3.5M	Sell	38,360 -372	-1%	-$33K	0.44%	79
2024 Q1	$3.56M	Buy	38,732 +2,782	+8%	+$248K	0.47%	77
2023 Q4	$3.21M	Buy	35,950 +1,696	+5%	+$140K	0.47%	78
2023 Q3	$2.76M	Buy	34,254 +8,642	+34%	+$731K	0.45%	81
2023 Q2	$2.17M	Buy	25,612 +11,546	+82%	+$884K	0.37%	87
2023 Q1	$1.05M	Buy	14,066 +5,294	+60%	+$380K	0.19%	121
2022 Q4	$566K	Buy	8,772 +1,244	+17%	+$86.7K	0.11%	153
2022 Q3	$536K	Buy	7,528 +2,608	+53%	+$204K	0.11%	139
2022 Q2	$338K	Sell	4,920 -100	-2%	-$7.88K	0.06%	167
2022 Q1	$464K	Buy	5,020 +140	+3%	+$12.8K	0.07%	160
2021 Q4	$499K	Buy	4,880 +136	+3%	+$13.5K	0.07%	180
2021 Q3	$426K	Buy	+4,744	New	+$431K	0.07%	182
2021 Q2	–	Sell	-4,234	Closed	-$356K	–	215
2021 Q1	$356K	Sell	4,234 -80	-2%	-$6.66K	0.06%	190
2020 Q4	$347K	Sell	4,314 -10	-0.2%	-$771	0.06%	180
2020 Q3	$318K	Hold	4,324	–	–	0.06%	166
2020 Q2	$276K	Sell	4,324 -50	-1%	-$2.95K	0.06%	153
2020 Q1	$215K	Hold	4,374	–	–	0.06%	140
2019 Q4	$274K	Hold	4,374	–	–	0.05%	181
2019 Q3	$264K	Hold	4,374	–	–	0.06%	172
2019 Q2	$261K	Sell	4,374 -250	-5%	-$14.6K	0.1%	118
2019 Q1	$263K	Hold	4,624	–	–	0.1%	122
2018 Q4	$229K	Buy	4,624 +240	+5%	+$12.7K	0.1%	91
2018 Q3	$257K	Hold	4,384	–	–	0.11%	119
2018 Q2	$240K	Hold	4,384	–	–	0.11%	122
2018 Q1	$222K	Buy	4,384 +222	+5%	+$11.6K	0.1%	129
2017 Q4	$205K	Buy	+4,162	New	+$196K	0.09%	140
2017 Q3	–	Sell	-4,562	Closed	-$204K	–	150
2017 Q2	$204K	Sell	4,562 -420	-8%	-$18.8K	0.1%	114
2017 Q1	$219K	Buy	+4,982	New	+$213K	0.11%	96

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

BFSG LLC's XLY Position: Q2 2026 in Review

BFSG LLC increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.1% in Q2 2026, buying an estimated $88.2K and bringing the position to 15,617 shares worth $1.83M. The position accounts for 0.16% of the portfolio, ranked #140.

BFSG LLC first reported a position in XLY in Q1 2017 and has held it in 36 quarters since. The position peaked at $3.56M in Q1 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

BFSG LLC held 15,617 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.83M as of Q2 2026.
BFSG LLC bought 756 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $88.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.16% of BFSG LLC's portfolio in Q2 2026, its #140 holding.
BFSG LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2017 and has held it in 36 quarters since.
BFSG LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.56M in Q1 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.