Kiley Juergens Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Kiley Juergens Wealth Management’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	$792K	Hold	6,752	–	–	0.12%	110
2026 Q1	$736K	Buy	+6,752	New	+$789K	0.13%	111
2018 Q4	–	Sell	-1,366	Closed	-$80K	–	677
2018 Q3	$80K	Buy	1,366 +140	+11%	+$7.97K	0.06%	182
2018 Q2	$67K	Buy	+1,226	New	+$64.8K	0.06%	171
2018 Q1	–	Sell	-1,226	Closed	-$60K	–	622
2017 Q4	$60K	Buy	+1,226	New	+$57.7K	0.05%	181

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

Kiley Juergens Wealth Management's XLY Position: Q2 2026 in Review

Kiley Juergens Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 6,752 shares worth $792K. The position accounts for 0.12% of the portfolio, ranked #110.

Kiley Juergens Wealth Management first reported a position in XLY in Q4 2017 and has held it in 5 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Kiley Juergens Wealth Management held 6,752 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $792K as of Q2 2026.
Kiley Juergens Wealth Management 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 0.12% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #110 holding.
Kiley Juergens Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 5 quarters since.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.