Galvin Gaustad & Stein’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Galvin Gaustad & Stein’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	$5.01M	Sell	42,702 -71,289	-63%	-$8.32M	0.37%	68
2026 Q1	$12.4M	Buy	113,991 +109,970	+2,735%	+$12.9M	0.99%	39
2025 Q4	$480K	Buy	4,021 +61	+2%	+$7.23K	0.04%	168
2025 Q3	$475K	Hold	3,960	–	–	0.04%	142
2025 Q2	$430K	Buy	3,960 +2	+0.1%	+$205	0.04%	141
2025 Q1	$391K	Sell	3,958 -120	-3%	-$13K	0.03%	144
2024 Q4	$457K	Sell	4,078 -1,452	-26%	-$155K	0.04%	137
2024 Q3	$554K	Buy	5,530 +380	+7%	+$35.5K	0.05%	124
2024 Q2	$470K	Sell	5,150 -148	-3%	-$13.1K	0.04%	129
2024 Q1	$487K	Sell	5,298 -168	-3%	-$15K	0.04%	131
2023 Q4	$489K	Sell	5,466 -30	-0.5%	-$2.48K	0.05%	125
2023 Q3	$442K	Buy	5,496 +2	+0%	+$169	0.04%	128
2023 Q2	$467K	Sell	5,494 -30	-0.5%	-$2.3K	0.05%	126
2023 Q1	$413K	Sell	5,524 -278	-5%	-$19.9K	0.04%	127
2022 Q4	$375K	Sell	5,802 -68	-1%	-$4.74K	0.04%	126
2022 Q3	$418K	Buy	5,870 +2	+0%	+$156	0.04%	122
2022 Q2	$403K	Buy	5,868 +2	+0%	+$158	0.04%	127
2022 Q1	$543K	Sell	5,866 -420	-7%	-$38.5K	0.05%	120
2021 Q4	$643K	Hold	6,286	–	–	0.06%	117
2021 Q3	$564K	Sell	6,286 -5,092	-45%	-$463K	0.05%	123
2021 Q2	$1.02M	Sell	11,378 -2,478	-18%	-$216K	0.1%	105
2021 Q1	$1.16M	Sell	13,856 -318	-2%	-$26.5K	0.12%	102
2020 Q4	$1.14M	Buy	+14,174	New	+$1.09M	0.12%	101

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

Galvin Gaustad & Stein's XLY Position: Q2 2026 in Review

Galvin Gaustad & Stein reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 63% in Q2 2026, selling an estimated $8.32M and leaving 42,702 shares worth $5.01M. The position accounts for 0.37% of the portfolio, ranked #68.

Galvin Gaustad & Stein first reported a position in XLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.4M in Q1 2026. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Galvin Gaustad & Stein held 42,702 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.01M as of Q2 2026.
Galvin Gaustad & Stein sold 71,289 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $8.32M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.37% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #68 holding.
Galvin Gaustad & Stein first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Galvin Gaustad & Stein's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $12.4M in Q1 2026.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.