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

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

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. 1,312 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.
1,312 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.