Kerr Financial Planning’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Kerr Financial Planning’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	$31K	Hold	265	–	–	0.03%	227
2026 Q1	$30.9K	Sell	265 -50	-16%	-$5.84K	0.02%	226
2025 Q4	$49.3K	Buy	315 +105	+50%	+$12.4K	0.07%	179
2025 Q3	$24.5K	Buy	+210	New	+$24K	0.03%	243

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

Kerr Financial Planning's XLY Position: Q2 2026 in Review

Kerr Financial Planning held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 265 shares worth $31K. The position accounts for 0.03% of the portfolio, ranked #227.

Kerr Financial Planning first reported a position in XLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $49.3K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Kerr Financial Planning held 265 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $31K as of Q2 2026.
Kerr Financial Planning 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 Kerr Financial Planning's portfolio in Q2 2026, its #227 holding.
Kerr Financial Planning first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Kerr Financial Planning's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $49.3K in Q4 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.