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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Larson Financial Group's XLY Position: Q1 2026 in Review

Larson Financial Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 82% in Q1 2026, selling an estimated $5.81M and leaving 10,815 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #298.

Larson Financial Group first reported a position in XLY in Q1 2020 and has held it in 23 quarters since. The position peaked at $8.88M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Larson Financial Group held 10,815 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.18M as of Q1 2026.
Larson Financial Group sold 49,716 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $5.81M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Larson Financial Group's portfolio in Q1 2026, its #298 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 23 quarters since.
Larson Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.88M in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.