Financial Management Professionals’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Financial Management Professionals’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	–	Hold	0	–	–	–	1044
2025 Q2	–	Sell	-29,628	Closed	-$2.93M	–	1085
2025 Q1	$2.93M	Buy	29,628 +29,256	+7,865%	+$3.17M	0.37%	29
2024 Q4	$41.7K	Hold	372	–	–	0.01%	297
2024 Q3	$37K	Sell	372 -70	-16%	-$6.54K	﹤0.01%	309
2024 Q2	$40K	Sell	442 -584	-57%	-$51.9K	0.01%	291
2024 Q1	$94K	Buy	1,026 +722	+238%	+$64.3K	0.01%	207
2023 Q4	$27K	Buy	+304	New	+$25.2K	﹤0.01%	352
2023 Q2	–	Sell	-16	Closed	-$1K	–	1153
2023 Q1	$1K	Hold	16	–	–	﹤0.01%	971
2022 Q4	$1K	Hold	16	–	–	﹤0.01%	892
2022 Q3	$1K	Sell	16 -250	-94%	-$19.6K	﹤0.01%	893
2022 Q2	$18K	Buy	266 +250	+1,563%	+$19.7K	﹤0.01%	379
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	991
2021 Q4	$2K	Buy	+16	New	+$1.59K	﹤0.01%	766
2019 Q4	–	Sell	-36,166	Closed	-$2.18M	–	363
2019 Q3	$2.18M	Sell	36,166 -630	-2%	-$38K	0.8%	23
2019 Q2	$2.19M	Buy	+36,796	New	+$2.15M	0.81%	22
2016 Q3	–	Sell	-44	Closed	-$1K	–	436
2016 Q2	$1K	Buy	+44	New	+$1.73K	﹤0.01%	402

Other funds holding XLY

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Financial Management Professionals's XLY Position: Q2 2026 in Review

Financial Management Professionals held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 0 shares worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Financial Management Professionals first reported a position in XLY in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.93M in Q1 2025. 235 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Financial Management Professionals held 0 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $28 as of Q2 2026.
Financial Management Professionals 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 ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #1044 holding.
Financial Management Professionals first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2016 and has held it in 15 quarters since.
Financial Management Professionals's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.93M in Q1 2025.
235 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.