Ipsen Advisor Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Ipsen Advisor 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	$204K	Buy	+1,740	New	+$203K	0.13%	102
2026 Q1	–	Sell	-1,733	Closed	-$207K	–	105
2025 Q4	$207K	Sell	1,733 -165	-9%	-$19.6K	0.15%	100
2025 Q3	$227K	Sell	1,898 -164	-8%	-$18.8K	0.16%	94
2025 Q2	$224K	Buy	2,062 +4	+0.2%	+$409	0.17%	93
2025 Q1	$203K	Buy	2,058 +4	+0.2%	+$434	0.17%	93
2024 Q4	$230K	Buy	+2,054	New	+$220K	0.2%	85

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

Ipsen Advisor Group's XLY Position: Q2 2026 in Review

Ipsen Advisor Group opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,740 shares worth $204K. The stake represents 0.13% of the portfolio and ranks #102 among its holdings. This is a return to the name: Ipsen Advisor Group previously reported a position in XLY as recently as Q4 2025.

Ipsen Advisor Group first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $230K in Q4 2024. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Ipsen Advisor Group held 1,740 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $204K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Ipsen Advisor Group position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.13% of Ipsen Advisor Group's portfolio in Q2 2026, its #102 holding.
Ipsen Advisor Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Ipsen Advisor Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $230K in Q4 2024.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.