CVA Family Office’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

CVA Family Office’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	$33.9K	Buy	+289	New	+$33.7K	﹤0.01%	689
2025 Q4	–	Sell	-50	Closed	-$5.99K	–	1383
2025 Q3	$5.99K	Buy	+50	New	+$5.72K	﹤0.01%	870
2024 Q3	–	Sell	-86	Closed	-$7.84K	–	1354
2024 Q2	$7.84K	Hold	86	–	–	﹤0.01%	774
2024 Q1	$7.91K	Hold	86	–	–	﹤0.01%	778
2023 Q4	$7.69K	Buy	+86	New	+$7.12K	﹤0.01%	755
2023 Q3	–	Sell	-86	Closed	-$7.3K	–	978
2023 Q2	$7.3K	Hold	86	–	–	﹤0.01%	756
2023 Q1	$6.43K	Sell	86 -2	-2%	-$143	﹤0.01%	741
2022 Q4	$5.68K	Hold	88	–	–	﹤0.01%	725
2022 Q3	$6K	Hold	88	–	–	﹤0.01%	708
2022 Q2	$6K	Hold	88	–	–	﹤0.01%	732
2022 Q1	$8K	Hold	88	–	–	﹤0.01%	715
2021 Q4	$9K	Buy	+88	New	+$8.77K	﹤0.01%	673
2021 Q3	–	Sell	-88	Closed	-$8K	–	902
2021 Q2	$8K	Buy	+88	New	+$7.66K	﹤0.01%	708
2021 Q1	–	Sell	-672	Closed	-$54K	–	794
2020 Q4	$54K	Buy	+672	New	+$51.8K	0.03%	188

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

CVA Family Office's XLY Position: Q2 2026 in Review

CVA Family Office opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 289 shares worth $33.9K. The stake represents ﹤0.01% of the portfolio and ranks #689 among its holdings. This is a return to the name: CVA Family Office previously reported a position in XLY as recently as Q3 2025.

CVA Family Office first reported a position in XLY in Q4 2020 and has held it in 14 quarters since. The position peaked at $54K in Q4 2020. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

CVA Family Office held 289 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $33.9K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new CVA Family Office position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #689 holding.
CVA Family Office first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 14 quarters since.
CVA Family Office's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $54K in Q4 2020.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.