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XLY icon

JVL Associates’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

JVL 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 		$3.47M Hold
29,574
– – 0.98% 19
2026
Q1 		$3.22M Hold
29,574
– – 1.08% 17
2025
Q4 		$3.53M Hold
29,574
– – 1.15% 15
2025
Q3 		$3.54M Hold
29,574
– – 1.17% 14
2025
Q2 		$3.21M Hold
29,574
– – 1.15% 13
2025
Q1 		$2.92M Hold
29,574
– – 1.18% 13
2024
Q4 		$3.32M Hold
29,574
– – 1.26% 13
2024
Q3 		$2.96M Sell
29,574
-1,160
-4% -$108K 1.14% 13
2024
Q2 		$2.8M Sell
30,734
-26
-0.1% -$2.31K 1.12% 14
2024
Q1 		$2.83M Sell
30,760
-76
-0.2% -$6.77K 1.17% 13
2023
Q4 		$2.76M Sell
30,836
-50
-0.2% -$4.14K 1.25% 12
2023
Q3 		$2.49M Hold
30,886
– – 1.28% 12
2023
Q2 		$2.62M Hold
30,886
– – 1.28% 12
2023
Q1 		$2.31M Sell
30,886
-58
-0.2% -$4.16K 1.22% 12
2022
Q4 		$2M Sell
30,944
-76
-0.2% -$5.3K 1.16% 12
2022
Q3 		$2.21M Hold
31,020
– – 1.34% 11
2022
Q2 		$2.13M Sell
31,020
-46
-0.1% -$3.62K 1.48% 12
2022
Q1 		$2.87M Buy
31,066
+46
+0.1% +$4.21K 1.78% 11
2021
Q4 		$3.17M Sell
31,020
-1,140
-4% -$114K 1.98% 11
2021
Q3 		$2.89M Hold
32,160
– – 1.99% 12
2021
Q2 		$2.87M Sell
32,160
-104
-0.3% -$9.06K 1.98% 12
2021
Q1 		$2.71M Hold
32,264
– – 2.01% 12
2020
Q4 		$2.59M Sell
32,264
-194
-0.6% -$15K 2.07% 12
2020
Q3 		$2.38M Sell
32,458
-176
-0.5% -$12.5K 2.25% 12
2020
Q2 		$2.08M Sell
32,634
-2,726
-8% -$161K 2.19% 13
2020
Q1 		$1.73M Hold
35,360
– – 2.1% 17
2019
Q4 		$2.22M Sell
35,360
-1,386
-4% -$84.3K 2.07% 13
2019
Q3 		$2.22M Sell
36,746
-322
-0.9% -$19.4K 1.81% 14
2019
Q2 		$2.21M Sell
37,068
-13,008
-26% -$761K 1.87% 14
2019
Q1 		$2.85M Buy
50,076
+100
+0.2% +$5.42K 2.64% 13
2018
Q4 		$2.47M Hold
49,976
– – 2.74% 12
2018
Q3 		$2.93M Sell
49,976
-422
-0.8% -$24K 2.76% 11
2018
Q2 		$2.75M Sell
50,398
-358
-0.7% -$18.9K 2.69% 11
2018
Q1 		$2.57M Sell
50,756
-1,678
-3% -$87.5K 2.58% 11
2017
Q4 		$2.59M Buy
+52,434
New +$2.47M 2.61% 11

Other funds holding XLY

Envestnet Asset Management
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JVL Associates's XLY Position: Q2 2026 in Review

JVL Associates held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 29,574 shares worth $3.47M. The position accounts for 0.98% of the portfolio, ranked #19.

JVL Associates first reported a position in XLY in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.54M in Q3 2025. 757 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • JVL Associates held 29,574 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.47M as of Q2 2026.
  • JVL Associates 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 0.98% of JVL Associates's portfolio in Q2 2026, its #19 holding.
  • JVL Associates first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
  • JVL Associates's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.54M in Q3 2025.
  • 757 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.