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Kaizen Financial Strategies’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Kaizen Financial Strategies’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 		$254K Buy
2,147
+2
+0.1% +$233 0.08% 149
2026
Q1 		$252K Sell
2,145
-797
-27% -$93.1K 0.11% 145
2025
Q4 		$351K Buy
2,942
+800
+37% +$94.9K 0.16% 113
2025
Q3 		$252K Buy
2,142
+2
+0.1% +$229 0.11% 127
2025
Q2 		$233K Buy
2,140
+2
+0.1% +$205 0.12% 129
2025
Q1 		$211K Sell
2,138
-96
-4% -$10.4K 0.12% 129
2024
Q4 		$251K Buy
+2,234
New +$239K 0.14% 108
2022
Q4 		– Sell
-4,288
Closed -$305K – 139
2022
Q3 		$305K Sell
4,288
-3,230
-43% -$253K 0.31% 74
2022
Q2 		$517K Sell
7,518
-512
-6% -$40.3K 0.51% 51
2022
Q1 		$743K Sell
8,030
-3,622
-31% -$332K 0.58% 43
2021
Q4 		$1.19M Buy
11,652
+636
+6% +$63.3K 0.89% 30
2021
Q3 		$988K Buy
+11,016
New +$1M 0.8% 35
2021
Q1 		$840K Buy
9,998
+2,866
+40% +$238K 0.8% 41
2020
Q4 		$573K Buy
+7,132
New +$550K 0.64% 49

Other funds holding XLY

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
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
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
TC
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Kaizen Financial Strategies's XLY Position: Q2 2026 in Review

Kaizen Financial Strategies increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.09% in Q2 2026, buying an estimated $233 and bringing the position to 2,147 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #149.

Kaizen Financial Strategies first reported a position in XLY in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.19M in Q4 2021. 588 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Kaizen Financial Strategies held 2,147 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $254K as of Q2 2026.
  • Kaizen Financial Strategies bought 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $233.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.08% of Kaizen Financial Strategies's portfolio in Q2 2026, its #149 holding.
  • Kaizen Financial Strategies first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 14 quarters since.
  • Kaizen Financial Strategies's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.19M in Q4 2021.
  • 588 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.