Goodman Advisory Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Goodman Advisory Group’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 Q1	$872	Sell	8 -58	-88%	-$6.78K	﹤0.01%	177
2025 Q4	$7.88K	Sell	66 -52	-44%	-$6.17K	﹤0.01%	150
2025 Q3	$14.1K	Sell	118 -1,114	-90%	-$127K	﹤0.01%	137
2025 Q2	$134K	Sell	1,232 -216	-15%	-$22.1K	0.05%	65
2025 Q1	$143K	Buy	+1,448	New	+$157K	0.04%	82
2024 Q4	–	Sell	-1,680	Closed	-$168K	–	195
2024 Q3	$168K	Buy	1,680 +442	+36%	+$41.3K	0.05%	88
2024 Q2	$113K	Buy	1,238 +76	+7%	+$6.75K	0.03%	93
2024 Q1	$107K	Buy	+1,162	New	+$103K	0.03%	85

Other funds holding XLY

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return