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

Lakeshore 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	$216K	Hold	1,840	–	–	0.07%	89
2026 Q1	$201K	Hold	1,840	–	–	0.07%	85
2025 Q4	$220K	Buy	1,840 +2	+0.1%	+$237	0.08%	74
2025 Q3	$220K	Buy	+1,838	New	+$210K	0.08%	73
2025 Q1	–	Sell	-1,838	Closed	-$206K	–	84
2024 Q4	$206K	Buy	+1,838	New	+$197K	0.09%	74

Other funds holding XLY

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Lakeshore Financial Planning held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 1,840 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #89.

Lakeshore Financial Planning first reported a position in XLY in Q4 2024 and has held it in 5 quarters since. The position peaked at $220K in Q3 2025. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Lakeshore Financial Planning held 1,840 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $216K as of Q2 2026.
Lakeshore 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 0.07% of Lakeshore Financial Planning's portfolio in Q2 2026, its #89 holding.
Lakeshore Financial Planning first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
Lakeshore Financial Planning's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $220K in Q3 2025.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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