IFC Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

IFC Advisors’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	$479K	Buy	4,087 +8	+0.2%	+$934	0.06%	115
2026 Q1	$445K	Buy	4,079 +8	+0.2%	+$935	0.06%	101
2025 Q4	$486K	Buy	4,071 +7	+0.2%	+$830	0.07%	109
2025 Q3	$487K	Buy	4,064 +8	+0.2%	+$915	0.09%	109
2025 Q2	$441K	Hold	4,056	–	–	0.08%	117
2025 Q1	$400K	Hold	4,056	–	–	0.08%	115
2024 Q4	$455K	Buy	+4,056	New	+$434K	0.1%	103

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

IFC Advisors's XLY Position: Q2 2026 in Review

IFC Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.2% in Q2 2026, buying an estimated $934 and bringing the position to 4,087 shares worth $479K. The position accounts for 0.06% of the portfolio, ranked #115.

IFC Advisors first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $487K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

IFC Advisors held 4,087 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $479K as of Q2 2026.
IFC Advisors bought 8 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $934.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of IFC Advisors's portfolio in Q2 2026, its #115 holding.
IFC Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
IFC Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $487K in Q3 2025.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.