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

Journey 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	$1.01M	Buy	8,624 +100	+1%	+$11.7K	0.08%	158
2026 Q1	$941K	Hold	8,524	–	–	0.08%	145
2025 Q4	$1.03M	Sell	8,524 -2,154	-20%	-$255K	0.09%	150
2025 Q3	$1.28M	Hold	10,678	–	–	0.09%	140
2025 Q2	$1.16M	Buy	10,678 +6,000	+128%	+$614K	0.09%	152
2025 Q1	$462K	Hold	4,678	–	–	0.04%	199
2024 Q4	$427K	Hold	4,678	–	–	0.05%	167
2024 Q3	$427K	Sell	4,678 -36	-0.8%	-$3.37K	0.05%	167
2024 Q2	$430K	Hold	4,714	–	–	0.05%	166
2024 Q1	$433K	Hold	4,714	–	–	0.05%	172
2023 Q4	$421K	Sell	4,714 -396	-8%	-$32.8K	0.06%	158
2023 Q3	$411K	Sell	5,110 -200	-4%	-$16.9K	0.06%	158
2023 Q2	$451K	Sell	5,310 -318	-6%	-$24.3K	0.07%	158
2023 Q1	$421K	Sell	5,628 -474	-8%	-$34K	0.07%	162
2022 Q4	$394K	Buy	6,102 +944	+18%	+$65.8K	0.1%	153
2022 Q3	$367K	Buy	5,158 +188	+4%	+$14.7K	0.09%	167
2022 Q2	$407K	Sell	4,970 -126	-2%	-$9.93K	0.09%	172
2022 Q1	$471K	Hold	5,096	–	–	0.12%	141
2021 Q4	$521K	Buy	5,096 +200	+4%	+$19.9K	0.14%	127
2021 Q3	$439K	Buy	4,896 +1,630	+50%	+$148K	0.14%	128
2021 Q2	$292K	Hold	3,266	–	–	0.09%	165
2021 Q1	$274K	Hold	3,266	–	–	0.1%	161
2020 Q4	$263K	Buy	+3,266	New	+$252K	0.1%	152

Other funds holding XLY

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Journey Advisory Group's XLY Position: Q2 2026 in Review

Journey Advisory Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.2% in Q2 2026, buying an estimated $11.7K and bringing the position to 8,624 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #158.

Journey Advisory Group first reported a position in XLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.28M in Q3 2025. 988 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Journey Advisory Group held 8,624 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.01M as of Q2 2026.
Journey Advisory Group bought 100 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $11.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.08% of Journey Advisory Group's portfolio in Q2 2026, its #158 holding.
Journey Advisory Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Journey Advisory Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.28M in Q3 2025.
988 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.