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

Delta 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	$1.48M	Sell	12,656 -800	-6%	-$93.4K	0.35%	75
2026 Q1	$1.47M	Hold	13,456	–	–	0.38%	70
2025 Q4	$1.61M	Buy	13,456 +3,956	+42%	+$469K	0.42%	66
2025 Q3	$1.14M	Buy	+9,500	New	+$1.09M	0.32%	78

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

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

Delta Financial Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.9% in Q2 2026, selling an estimated $93.4K and leaving 12,656 shares worth $1.48M. The position accounts for 0.35% of the portfolio, ranked #75.

Delta Financial Advisors first reported a position in XLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.61M in Q4 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Delta Financial Advisors held 12,656 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.48M as of Q2 2026.
Delta Financial Advisors sold 800 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $93.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.35% of Delta Financial Advisors's portfolio in Q2 2026, its #75 holding.
Delta Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Delta Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.61M in Q4 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.