Bragg Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bragg Financial Advisors’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	$434K	Sell	3,700 -334	-8%	-$39K	0.01%	304
2026 Q1	$440K	Buy	4,034 +177	+5%	+$20.7K	0.01%	289
2025 Q4	$461K	Sell	3,857 -131	-3%	-$15.5K	0.02%	281
2025 Q3	$478K	Sell	3,988 -116	-3%	-$13.3K	0.02%	272
2025 Q2	$446K	Sell	4,104 -42	-1%	-$4.29K	0.02%	280
2025 Q1	$409K	Sell	4,146 -388	-9%	-$42.1K	0.02%	271
2024 Q4	$509K	Buy	4,534 +648	+17%	+$69.3K	0.02%	255
2024 Q3	$389K	Buy	3,886 +456	+13%	+$42.6K	0.02%	263
2024 Q2	$313K	Buy	3,430 +262	+8%	+$23.3K	0.01%	275
2024 Q1	$291K	Sell	3,168 -52	-2%	-$4.63K	0.01%	287
2023 Q4	$288K	Buy	3,220 +162	+5%	+$13.4K	0.01%	279
2023 Q3	$246K	Hold	3,058	–	–	0.01%	294
2023 Q2	$260K	Sell	3,058 -58	-2%	-$4.44K	0.01%	296
2023 Q1	$233K	Sell	3,116 -366	-11%	-$26.2K	0.01%	299
2022 Q4	$225K	Buy	+3,482	New	+$243K	0.01%	300

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

Bragg Financial Advisors's XLY Position: Q2 2026 in Review

Bragg Financial Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 8.3% in Q2 2026, selling an estimated $39K and leaving 3,700 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #304.

Bragg Financial Advisors first reported a position in XLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $509K in Q4 2024. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Bragg Financial Advisors held 3,700 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $434K as of Q2 2026.
Bragg Financial Advisors sold 334 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $39K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #304 holding.
Bragg Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Bragg Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $509K in Q4 2024.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.