Joseph P. Lucia & Associates’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Joseph P. Lucia & Associates’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	$389K	Sell	3,321 -44	-1%	-$5.14K	0.12%	130
2026 Q1	$367K	Hold	3,365	–	–	0.13%	124
2025 Q4	$402K	Sell	3,365 -1,411	-30%	-$167K	0.14%	116
2025 Q3	$572K	Sell	4,776 -130	-3%	-$14.9K	0.22%	92
2025 Q2	$533K	Sell	4,906 -486	-9%	-$49.7K	0.22%	90
2025 Q1	$532K	Hold	5,392	–	–	0.24%	82
2024 Q4	$605K	Buy	5,392 +264	+5%	+$28.2K	0.27%	76
2024 Q3	$514K	Sell	5,128 -180	-3%	-$16.8K	0.24%	81
2024 Q2	$484K	Sell	5,308 -314	-6%	-$27.9K	0.25%	76
2024 Q1	$517K	Sell	5,622 -410	-7%	-$36.5K	0.28%	72
2023 Q4	$539K	Sell	6,032 -1,346	-18%	-$111K	0.34%	67
2023 Q3	$594K	Sell	7,378 -150	-2%	-$12.7K	0.42%	61
2023 Q2	$639K	Buy	7,528 +54	+0.7%	+$4.13K	0.43%	60
2023 Q1	$559K	Sell	7,474 -336	-4%	-$24.1K	0.39%	64
2022 Q4	$504K	Sell	7,810 -774	-9%	-$54K	0.38%	66
2022 Q3	$611K	Sell	8,584 -572	-6%	-$44.8K	0.48%	54
2022 Q2	$629K	Hold	9,156	–	–	0.44%	53
2022 Q1	$847K	Sell	9,156 -396	-4%	-$36.3K	0.52%	49
2021 Q4	$976K	Sell	9,552 -8	-0.1%	-$797	0.62%	44
2021 Q3	$858K	Sell	9,560 -88	-0.9%	-$7.99K	0.51%	54
2021 Q2	$861K	Sell	9,648 -860	-8%	-$74.9K	0.51%	57
2021 Q1	$883K	Buy	10,508 +3,038	+41%	+$253K	0.39%	51
2020 Q4	$601K	Buy	7,470 +1,530	+26%	+$118K	0.42%	61
2020 Q3	$437K	Sell	5,940 -730	-11%	-$51.7K	0.41%	62
2020 Q2	$426K	Hold	6,670	–	–	0.38%	64
2020 Q1	$327K	Sell	6,670 -1,490	-18%	-$88K	0.36%	64
2019 Q4	$512K	Hold	8,160	–	–	0.47%	55
2019 Q3	$492K	Sell	8,160 -874	-10%	-$52.7K	0.51%	58
2019 Q2	$538K	Buy	9,034 +8,678	+2,438%	+$508K	0.56%	47
2019 Q1	$21K	Buy	+356	New	+$19.3K	0.04%	169

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

Joseph P. Lucia & Associates's XLY Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.3% in Q2 2026, selling an estimated $5.14K and leaving 3,321 shares worth $389K. The position accounts for 0.12% of the portfolio, ranked #130.

Joseph P. Lucia & Associates first reported a position in XLY in Q1 2019 and has held it in 30 quarters since. The position peaked at $976K in Q4 2021. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Joseph P. Lucia & Associates held 3,321 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $389K as of Q2 2026.
Joseph P. Lucia & Associates sold 44 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $5.14K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.12% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #130 holding.
Joseph P. Lucia & Associates first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
Joseph P. Lucia & Associates's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $976K in Q4 2021.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.