Diligent Investors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Diligent Investors’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	$300K	Hold	2,554	–	–	0.07%	292
2026 Q1	$278K	Hold	2,554	–	–	0.07%	283
2025 Q4	$305K	Sell	2,554 -20	-0.8%	-$2.37K	0.08%	259
2025 Q3	$308K	Sell	2,574 -40	-2%	-$4.58K	0.08%	250
2025 Q2	$284K	Hold	2,614	–	–	0.07%	276
2025 Q1	$258K	Hold	2,614	–	–	0.06%	305
2024 Q4	$293K	Buy	2,614 +60	+2%	+$6.42K	0.07%	284
2024 Q3	$256K	Sell	2,554 -8	-0.3%	-$748	0.06%	295
2024 Q2	$234K	Hold	2,562	–	–	0.06%	291
2024 Q1	$236K	Hold	2,562	–	–	0.06%	291
2023 Q4	$229K	Hold	2,562	–	–	0.06%	280
2023 Q3	$206K	Hold	2,562	–	–	0.06%	272
2023 Q2	$218K	Buy	+2,562	New	+$196K	0.06%	251
2022 Q2	–	Sell	-2,562	Closed	-$237K	–	280
2022 Q1	$237K	Hold	2,562	–	–	0.07%	233
2021 Q4	$262K	Sell	2,562 -128	-5%	-$12.7K	0.07%	216
2021 Q3	$240K	Hold	2,690	–	–	0.08%	201
2021 Q2	$240K	Sell	2,690 -850	-24%	-$74K	0.08%	202
2021 Q1	$297K	Buy	3,540 +1,000	+39%	+$83.2K	0.11%	174
2020 Q4	$204K	Sell	2,540 -260	-9%	-$20K	0.08%	201
2020 Q3	$206K	Buy	+2,800	New	+$198K	0.09%	181
2020 Q1	–	Sell	-3,200	Closed	-$201K	–	218
2019 Q4	$201K	Buy	+3,200	New	+$195K	0.09%	204
2019 Q3	–	Sell	-3,400	Closed	-$203K	–	222
2019 Q2	$203K	Buy	+3,400	New	+$199K	0.1%	197

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

Diligent Investors's XLY Position: Q2 2026 in Review

Diligent Investors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,554 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #292.

Diligent Investors first reported a position in XLY in Q2 2019 and has held it in 22 quarters since. The position peaked at $308K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Diligent Investors held 2,554 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $300K as of Q2 2026.
Diligent Investors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Diligent Investors's portfolio in Q2 2026, its #292 holding.
Diligent Investors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2019 and has held it in 22 quarters since.
Diligent Investors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $308K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.