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Comprehensive Financial Consultants Institutional’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$273K Buy
+2,328
New +$272K 0.07% 181
2022
Q1 		– Sell
-2,318
Closed -$204K – 507
2021
Q4 		$204K Buy
+2,318
New +$231K 0.13% 150

Other funds holding XLY

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's XLY Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 2,328 shares worth $273K. The stake represents 0.07% of the portfolio and ranks #181 among its holdings. This is a return to the name: Comprehensive Financial Consultants Institutional previously reported a position in XLY as recently as Q4 2021.

Comprehensive Financial Consultants Institutional first reported a position in XLY in Q4 2021 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 2,328 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $273K as of Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new Comprehensive Financial Consultants Institutional position in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #181 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 2 quarters since.
  • 223 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.