Independent Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Independent Financial 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 Q2	$4.69M	Buy	40,001 +4,301	+12%	+$502K	0.09%	221
2026 Q1	$3.89M	Buy	35,700 +970	+3%	+$113K	0.09%	225
2025 Q4	$4.15M	Buy	34,730 +202	+0.6%	+$24K	0.09%	205
2025 Q3	$4.14M	Sell	34,528 -4,634	-12%	-$530K	0.1%	190
2025 Q2	$4.26M	Buy	39,162 +854	+2%	+$87.3K	0.12%	168
2025 Q1	$3.78M	Buy	38,308 +4,458	+13%	+$483K	0.13%	157
2024 Q4	$3.8M	Buy	33,850 +4,008	+13%	+$429K	0.13%	152
2024 Q3	$2.99M	Sell	29,842 -2,688	-8%	-$251K	0.11%	187
2024 Q2	$2.97M	Buy	32,530 +2,652	+9%	+$236K	0.12%	165
2024 Q1	$2.75M	Sell	29,878 -1,568	-5%	-$140K	0.13%	160
2023 Q4	$2.81M	Buy	31,446 +6,330	+25%	+$524K	0.15%	151
2023 Q3	$2.02M	Buy	25,116 +5,406	+27%	+$457K	0.13%	179
2023 Q2	$1.67M	Buy	19,710 +4,754	+32%	+$364K	0.12%	196
2023 Q1	$1.12M	Buy	14,956 +6,104	+69%	+$438K	0.09%	255
2022 Q4	$572K	Buy	8,852 +1,024	+13%	+$71.4K	0.05%	383
2022 Q3	$558K	Buy	7,828 +74	+1%	+$5.79K	0.05%	365
2022 Q2	$533K	Sell	7,754 -1,788	-19%	-$141K	0.06%	364
2022 Q1	$883K	Sell	9,542 -1,344	-12%	-$123K	0.07%	289
2021 Q4	$1.11M	Buy	10,886 +1,500	+16%	+$149K	0.09%	226
2021 Q3	$842K	Sell	9,386 -6,374	-40%	-$579K	0.09%	254
2021 Q2	$1.41M	Buy	15,760 +6,804	+76%	+$593K	0.15%	151
2021 Q1	$753K	Sell	8,956 -266	-3%	-$22.1K	0.1%	228
2020 Q4	$741K	Buy	9,222 +500	+6%	+$38.5K	0.11%	213
2020 Q3	$641K	Buy	8,722 +492	+6%	+$34.8K	0.12%	191
2020 Q2	$526K	Buy	8,230 +660	+9%	+$38.9K	0.12%	214
2020 Q1	$371K	Buy	+7,570	New	+$447K	0.11%	220

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

Independent Financial Group's XLY Position: Q2 2026 in Review

Independent Financial Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 12% in Q2 2026, buying an estimated $502K and bringing the position to 40,001 shares worth $4.69M. The position accounts for 0.09% of the portfolio, ranked #221.

Independent Financial Group first reported a position in XLY in Q1 2020 and has held it in 26 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Independent Financial Group held 40,001 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.69M as of Q2 2026.
Independent Financial Group bought 4,301 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $502K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Independent Financial Group's portfolio in Q2 2026, its #221 holding.
Independent Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.