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

Financial Perspectives’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	$28.1K	Hold	240	–	–	0.01%	413
2026 Q1	$26.2K	Hold	240	–	–	0.01%	405
2025 Q4	$28.7K	Hold	240	–	–	0.01%	388
2025 Q3	$28.8K	Hold	240	–	–	0.01%	390
2025 Q2	$26.1K	Hold	240	–	–	0.01%	386
2025 Q1	$23.7K	Hold	240	–	–	0.01%	392
2024 Q4	$26.9K	Hold	240	–	–	0.01%	374
2024 Q3	$24K	Sell	240 -22	-8%	-$2.06K	0.01%	368
2024 Q2	$23.9K	Hold	262	–	–	0.01%	360
2024 Q1	$24.1K	Hold	262	–	–	0.01%	357
2023 Q4	$23.4K	Hold	262	–	–	0.01%	362
2023 Q3	$21.1K	Sell	262 -48	-15%	-$4.06K	0.01%	354
2023 Q2	$26.3K	Hold	310	–	–	0.01%	331
2023 Q1	$23.2K	Hold	310	–	–	0.01%	338
2022 Q4	$20K	Hold	310	–	–	0.01%	357
2022 Q3	$22.1K	Hold	310	–	–	0.01%	330
2022 Q2	$21.3K	Hold	310	–	–	0.01%	339
2022 Q1	$28.7K	Hold	310	–	–	0.01%	319
2021 Q4	$31.7K	Hold	310	–	–	0.02%	297
2021 Q3	$27.8K	Hold	310	–	–	0.01%	315
2021 Q2	$27.7K	Sell	310 -51,792	-99%	-$4.51M	0.01%	336
2021 Q1	$155K	Buy	52,102 +51,792	+16,707%	+$4.31M	0.01%	428
2020 Q4	$24.9K	Hold	310	–	–	0.01%	309
2020 Q3	$22.8K	Hold	310	–	–	0.02%	275
2020 Q2	$19.8K	Hold	310	–	–	0.01%	273
2020 Q1	$15.2K	Hold	310	–	–	0.01%	273
2019 Q4	$19.4K	Buy	+310	New	+$18.9K	0.01%	264

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 Perspectives's XLY Position: Q2 2026 in Review

Financial Perspectives held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 240 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #413.

Financial Perspectives first reported a position in XLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $155K in Q1 2021. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Financial Perspectives held 240 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $28.1K as of Q2 2026.
Financial Perspectives 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 Perspectives's portfolio in Q2 2026, its #413 holding.
Financial Perspectives first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $155K in Q1 2021.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.