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

JNBA Financial 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	$404K	Hold	3,446	–	–	0.03%	155
2026 Q1	$376K	Sell	3,446 -256	-7%	-$29.9K	0.03%	154
2025 Q4	$442K	Hold	3,702	–	–	0.04%	146
2025 Q3	$444K	Hold	3,702	–	–	0.04%	143
2025 Q2	$402K	Sell	3,702 -34	-0.9%	-$3.48K	0.04%	143
2025 Q1	$369K	Buy	3,736 +16	+0.4%	+$1.74K	0.04%	144
2024 Q4	$417K	Hold	3,720	–	–	0.04%	140
2024 Q3	$373K	Sell	3,720 -60	-2%	-$5.61K	0.04%	145
2024 Q2	$345K	Hold	3,780	–	–	0.04%	149
2024 Q1	$348K	Hold	3,780	–	–	0.04%	157
2023 Q4	$338K	Sell	3,780 -270	-7%	-$22.4K	0.04%	160
2023 Q3	$326K	Hold	4,050	–	–	0.04%	159
2023 Q2	$344K	Buy	4,050 +60	+2%	+$4.59K	0.04%	157
2023 Q1	$298K	Hold	3,990	–	–	0.04%	166
2022 Q4	$258K	Hold	3,990	–	–	0.04%	168
2022 Q3	$284K	Hold	3,990	–	–	0.04%	160
2022 Q2	$274K	Buy	3,990 +220	+6%	+$17.3K	0.04%	158
2022 Q1	$349K	Sell	3,770 -256	-6%	-$23.4K	0.05%	149
2021 Q4	$412K	Hold	4,026	–	–	0.05%	144
2021 Q3	$361K	Sell	4,026 -144	-3%	-$13.1K	0.05%	146
2021 Q2	$372K	Hold	4,170	–	–	0.05%	143
2021 Q1	$350K	Hold	4,170	–	–	0.05%	143
2020 Q4	$335K	Hold	4,170	–	–	0.06%	136
2020 Q3	$306K	Hold	4,170	–	–	0.06%	123
2020 Q2	$266K	Hold	4,170	–	–	0.06%	128
2020 Q1	$204K	Sell	4,170 -304	-7%	-$17.9K	0.05%	137
2019 Q4	$281K	Sell	4,474 -36	-0.8%	-$2.19K	0.05%	133
2019 Q3	$272K	Buy	4,510 +36	+0.8%	+$2.17K	0.06%	127
2019 Q2	$267K	Hold	4,474	–	–	0.05%	130
2019 Q1	$255K	Sell	4,474 -672	-13%	-$36.4K	0.05%	129
2018 Q4	$255K	Buy	+5,146	New	+$272K	0.06%	116
2018 Q3	–	Sell	-5,878	Closed	-$321K	–	728
2018 Q2	$321K	Hold	5,878	–	–	0.07%	105
2018 Q1	$298K	Hold	5,878	–	–	0.06%	106
2017 Q4	$290K	Sell	5,878 -204	-3%	-$9.6K	0.06%	106
2017 Q3	$274K	Sell	6,082 -500	-8%	-$22.5K	0.06%	99
2017 Q2	$295K	Hold	6,582	–	–	0.07%	97
2017 Q1	$289K	Sell	6,582 -2,400	-27%	-$103K	0.07%	95
2016 Q4	$366K	Sell	8,982 -910	-9%	-$36.8K	0.09%	84
2016 Q3	$396K	Sell	9,892 -250	-2%	-$10.1K	0.06%	119
2016 Q2	$396K	Buy	10,142 +482	+5%	+$19K	0.11%	74
2016 Q1	$382K	Buy	9,660 +2,500	+35%	+$93.1K	0.14%	69
2015 Q4	$280K	Hold	7,160	–	–	0.11%	85
2015 Q3	$266K	Buy	7,160 +260	+4%	+$9.99K	0.11%	79
2015 Q2	$264K	Buy	6,900 +2,000	+41%	+$76.5K	0.1%	84
2015 Q1	$185K	Hold	4,900	–	–	0.07%	97
2014 Q4	$177K	Hold	4,900	–	–	0.07%	103
2014 Q3	$163K	Sell	4,900 -630	-11%	-$21.3K	0.07%	106
2014 Q2	$185K	Sell	5,530 -4,714	-46%	-$153K	0.09%	96
2014 Q1	$331K	Sell	10,244 -800	-7%	-$26.1K	0.17%	63
2013 Q4	$369K	Sell	11,044 -176	-2%	-$5.6K	0.2%	60
2013 Q3	$340K	Hold	11,220	–	–	0.21%	60
2013 Q2	$316K	Buy	+11,220	New	+$311K	0.22%	58

Other funds holding XLY

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

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

JNBA Financial Advisors's XLY Position: Q2 2026 in Review

JNBA Financial Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 3,446 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #155.

JNBA Financial Advisors first reported a position in XLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $444K in Q3 2025. 463 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

JNBA Financial Advisors held 3,446 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $404K as of Q2 2026.
JNBA Financial Advisors 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 0.03% of JNBA Financial Advisors's portfolio in Q2 2026, its #155 holding.
JNBA Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
JNBA Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $444K in Q3 2025.
463 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.