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

Investment Research & 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 Q2	$46.1K	Hold	286	–	–	0.01%	140
2026 Q1	$41.8K	Buy	286 +97	+51%	+$11.3K	0.01%	138
2025 Q4	$34.2K	Buy	189 +1	+0.5%	+$119	0.01%	141
2025 Q3	$37.5K	Hold	188	–	–	0.01%	126
2025 Q2	$20.5K	Hold	188	–	–	0.01%	149
2025 Q1	$18.6K	Hold	188	–	–	0.01%	147
2024 Q4	$21.1K	Hold	188	–	–	0.01%	133
2024 Q3	$18.8K	Hold	188	–	–	0.01%	136
2024 Q2	$17.1K	Hold	188	–	–	0.01%	133
2024 Q1	$17.3K	Hold	188	–	–	0.01%	133
2023 Q4	$16.8K	Hold	188	–	–	0.01%	128
2023 Q3	$15.1K	Hold	188	–	–	0.01%	130
2023 Q2	$16K	Hold	188	–	–	0.01%	140
2023 Q1	$14.1K	Hold	188	–	–	0.01%	126
2022 Q4	$12.1K	Hold	188	–	–	0.01%	130
2022 Q3	$13K	Hold	188	–	–	0.01%	126
2022 Q2	$13K	Hold	188	–	–	0.01%	129
2022 Q1	$17K	Hold	188	–	–	0.01%	138
2021 Q4	$19K	Buy	+188	New	+$18.7K	0.01%	140

Other funds holding XLY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Investment Research & Advisory Group's XLY Position: Q2 2026 in Review

Investment Research & Advisory Group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 286 shares worth $46.1K. The position accounts for 0.01% of the portfolio, ranked #140.

Investment Research & Advisory Group first reported a position in XLY in Q4 2021 and has held it in 19 quarters since. 554 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Investment Research & Advisory Group held 286 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $46.1K as of Q2 2026.
Investment Research & Advisory Group 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 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #140 holding.
Investment Research & Advisory Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
554 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.