Financial Freedom LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Financial Freedom LLC’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	$2.21M	Sell	18,857 -52	-0.3%	-$6.07K	1.02%	28
2026 Q1	$2.06M	Sell	18,909 -921	-5%	-$108K	1.03%	28
2025 Q4	$2.37M	Buy	19,830 +2	+0%	+$237	1.18%	26
2025 Q3	$2.38M	Sell	19,828 -2,264	-10%	-$259K	1.18%	27
2025 Q2	$2.4M	Sell	22,092 -744	-3%	-$76.1K	1.29%	21
2025 Q1	$2.25M	Sell	22,836 -820	-3%	-$88.9K	1.29%	21
2024 Q4	$2.65M	Sell	23,656 -570	-2%	-$61K	1.4%	21
2024 Q3	$2.43M	Sell	24,226 -404	-2%	-$37.8K	1.28%	22
2024 Q2	$2.25M	Sell	24,630 -428	-2%	-$38K	1.28%	22
2024 Q1	$2.3M	Sell	25,058 -300	-1%	-$26.7K	1.37%	19
2023 Q4	$2.27M	Sell	25,358 -930	-4%	-$77K	1.44%	19
2023 Q3	$2.12M	Buy	26,288 +312	+1%	+$26.4K	1.5%	18
2023 Q2	$2.21M	Buy	25,976 +34	+0.1%	+$2.6K	1.55%	18
2023 Q1	$1.94M	Buy	25,942 +154	+0.6%	+$11K	1.41%	19
2022 Q4	$1.67M	Buy	+25,788	New	+$1.8M	1.12%	18

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

Financial Freedom LLC's XLY Position: Q2 2026 in Review

Financial Freedom LLC reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.28% in Q2 2026, selling an estimated $6.07K and leaving 18,857 shares worth $2.21M. The position accounts for 1.02% of the portfolio, ranked #28.

Financial Freedom LLC first reported a position in XLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.65M in Q4 2024. 1,311 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Financial Freedom LLC held 18,857 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.21M as of Q2 2026.
Financial Freedom LLC sold 52 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $6.07K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 1.02% of Financial Freedom LLC's portfolio in Q2 2026, its #28 holding.
Financial Freedom LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Financial Freedom LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.65M in Q4 2024.
1,311 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.