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

Godfrey Financial Associates’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	$43.4K	Hold	370	–	–	0.03%	257
2026 Q1	$40.3K	Hold	370	–	–	0.03%	255
2025 Q4	$44.2K	Buy	+370	New	+$43.9K	0.04%	235

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

Godfrey Financial Associates's XLY Position: Q2 2026 in Review

Godfrey Financial Associates held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 370 shares worth $43.4K. The position accounts for 0.03% of the portfolio, ranked #257.

Godfrey Financial Associates first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.2K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Godfrey Financial Associates held 370 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $43.4K as of Q2 2026.
Godfrey Financial Associates 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 0.03% of Godfrey Financial Associates's portfolio in Q2 2026, its #257 holding.
Godfrey Financial Associates first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Godfrey Financial Associates's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $44.2K in Q4 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.