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

IFP 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	$2.21M	Buy	18,885 +1,160	+7%	+$135K	0.04%	458
2026 Q1	$1.93M	Buy	17,725 +456	+3%	+$53.3K	0.04%	462
2025 Q4	$2.06M	Buy	17,269 +3,785	+28%	+$449K	0.05%	412
2025 Q3	$1.62M	Sell	13,484 -296	-2%	-$33.9K	0.04%	430
2025 Q2	$1.5M	Sell	13,780 -2,090	-13%	-$214K	0.04%	438
2025 Q1	$1.57M	Buy	15,870 +1,518	+11%	+$165K	0.05%	421
2024 Q4	$1.61M	Buy	14,352 +2,142	+18%	+$229K	0.05%	386
2024 Q3	$1.22M	Buy	12,210 +490	+4%	+$45.8K	0.04%	426
2024 Q2	$1.07M	Buy	11,720 +1,532	+15%	+$136K	0.04%	425
2024 Q1	$937K	Sell	10,188 -550	-5%	-$49K	0.04%	427
2023 Q4	$960K	Buy	10,738 +174	+2%	+$14.4K	0.05%	392
2023 Q3	$850K	Buy	10,564 +1,736	+20%	+$147K	0.04%	435
2023 Q2	$749K	Sell	8,828 -2,614	-23%	-$200K	0.03%	520
2023 Q1	$451K	Sell	11,442 -6,388	-36%	-$458K	0.02%	640
2022 Q4	$727K	Sell	17,830 -31,566	-64%	-$2.2M	0.02%	742
2022 Q3	$2.01M	Buy	49,396 +636	+1%	+$49.8K	0.05%	397
2022 Q2	$1.97M	Hold	48,760	–	–	0.06%	349
2022 Q1	$1.97M	Buy	48,760 +38,066	+356%	+$3.49M	0.06%	349
2021 Q4	$1.09M	Buy	10,694 +780	+8%	+$77.7K	0.02%	391
2021 Q3	$890K	Buy	9,914 +576	+6%	+$52.3K	0.02%	429
2021 Q2	$834K	Sell	9,338 -10,898	-54%	-$949K	0.02%	413
2021 Q1	$1.71M	Buy	20,236 +266	+1%	+$22.1K	0.03%	258
2020 Q4	$1.61M	Buy	19,970 +10,006	+100%	+$771K	0.07%	244
2020 Q3	$733K	Sell	9,964 -986	-9%	-$69.8K	0.04%	349
2020 Q2	$690K	Buy	10,950 +698	+7%	+$41.2K	0.05%	348
2020 Q1	$518K	Sell	10,252 -25,856	-72%	-$1.53M	0.05%	348
2019 Q4	$2.27M	Buy	36,108 +16,664	+86%	+$1.01M	0.17%	138
2019 Q3	$1.17M	Buy	+19,444	New	+$1.17M	0.08%	268
2019 Q1	$540K	Sell	9,448 -22,728	-71%	-$1.23M	0.07%	272
2018 Q4	$1.58M	Sell	32,176 -26,044	-45%	-$1.38M	0.1%	230
2018 Q3	$3.41M	Sell	58,220 -18,146	-24%	-$1.03M	0.14%	171
2018 Q2	$4.17M	Buy	76,366 +12,074	+19%	+$638K	0.18%	130
2018 Q1	$3.17M	Hold	64,292	–	–	0.14%	165
2017 Q4	$3.17M	Sell	64,292 -926	-1%	-$43.6K	0.14%	165
2017 Q3	$2.94M	Sell	65,218 -16,554	-20%	-$745K	0.12%	191
2017 Q2	$3.67M	Buy	81,772 +24,598	+43%	+$1.1M	0.16%	146
2017 Q1	$2.51M	Buy	57,174 +5,058	+10%	+$217K	0.11%	206
2016 Q4	$2.12M	Buy	52,116 +33,480	+180%	+$1.35M	0.1%	213
2016 Q3	$746K	Buy	18,636 +676	+4%	+$27.2K	0.04%	444
2016 Q2	$701K	Buy	17,960 +8,512	+90%	+$335K	0.04%	445
2016 Q1	$540K	Sell	9,448 -48,780	-84%	-$1.82M	0.07%	272
2015 Q4	$2.28M	Buy	+58,228	New	+$2.31M	0.15%	145

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

IFP Advisors's XLY Position: Q2 2026 in Review

IFP Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6.5% in Q2 2026, buying an estimated $135K and bringing the position to 18,885 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #458.

IFP Advisors first reported a position in XLY in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.17M in Q2 2018. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

IFP Advisors held 18,885 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.21M as of Q2 2026.
IFP Advisors bought 1,160 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $135K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #458 holding.
IFP Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.17M in Q2 2018.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.