Larson Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Larson Financial Group’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	$6.61M	Buy	56,387 +45,572	+421%	+$5.32M	0.17%	102
2026 Q1	$1.18M	Sell	10,815 -49,716	-82%	-$5.81M	0.04%	298
2025 Q4	$7.23M	Sell	60,531 -13,589	-18%	-$1.61M	0.24%	80
2025 Q3	$8.88M	Buy	74,120 +10,866	+17%	+$1.24M	0.31%	72
2025 Q2	$6.87M	Buy	63,254 +27,650	+78%	+$2.83M	0.28%	83
2025 Q1	$3.52M	Buy	35,604 +26,162	+277%	+$2.84M	0.17%	118
2024 Q4	$1.06M	Buy	9,442 +576	+6%	+$61.6K	0.05%	233
2024 Q3	$888K	Buy	8,866 +356	+4%	+$33.3K	0.05%	241
2024 Q2	$776K	Sell	8,510 -712	-8%	-$63.3K	0.05%	217
2024 Q1	$848K	Buy	9,222 +4,738	+106%	+$422K	0.07%	179
2023 Q4	$401K	Buy	4,484 +474	+12%	+$39.3K	0.04%	245
2023 Q3	$323K	Sell	4,010 -290	-7%	-$24.5K	0.03%	243
2023 Q2	$365K	Buy	4,300 +170	+4%	+$13K	0.04%	229
2023 Q1	$309K	Sell	4,130 -206	-5%	-$14.8K	0.03%	256
2022 Q4	$280K	Sell	4,336 -16	-0.4%	-$1.12K	0.03%	256
2022 Q3	$310K	Buy	4,352 +4,320	+13,500%	+$338K	0.04%	222
2022 Q2	$2K	Buy	+32	New	+$2.52K	﹤0.01%	1070
2021 Q4	–	Sell	-36	Closed	-$3K	–	1187
2021 Q3	$3K	Buy	36 +2	+6%	+$182	﹤0.01%	757
2021 Q2	$3K	Hold	34	–	–	﹤0.01%	709
2021 Q1	$3K	Hold	34	–	–	﹤0.01%	687
2020 Q4	$3K	Sell	34 -6	-15%	-$463	﹤0.01%	617
2020 Q3	$3K	Hold	40	–	–	﹤0.01%	575
2020 Q2	$3K	Buy	40 +8	+25%	+$472	﹤0.01%	540
2020 Q1	$2K	Buy	+32	New	+$1.89K	﹤0.01%	449

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

Larson Financial Group's XLY Position: Q2 2026 in Review

Larson Financial Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 421% in Q2 2026, buying an estimated $5.32M and bringing the position to 56,387 shares worth $6.61M. The position accounts for 0.17% of the portfolio, ranked #102.

Larson Financial Group first reported a position in XLY in Q1 2020 and has held it in 24 quarters since. The position peaked at $8.88M in Q3 2025. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Larson Financial Group held 56,387 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $6.61M as of Q2 2026.
Larson Financial Group bought 45,572 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $5.32M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.17% of Larson Financial Group's portfolio in Q2 2026, its #102 holding.
Larson Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and has held it in 24 quarters since.
Larson Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.88M in Q3 2025.
1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.