LBMC Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

LBMC Investment Advisors’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	$309K	Hold	2,634	–	–	0.02%	198
2026 Q1	$287K	Hold	2,634	–	–	0.02%	205
2025 Q4	$315K	Sell	2,634 -98	-4%	-$11.6K	0.02%	188
2025 Q3	$327K	Hold	2,732	–	–	0.02%	187
2025 Q2	$297K	Hold	2,732	–	–	0.02%	173
2025 Q1	$270K	Hold	2,732	–	–	0.02%	170
2024 Q4	$306K	Hold	2,732	–	–	0.02%	160
2024 Q3	$274K	Hold	2,732	–	–	0.02%	162
2024 Q2	$249K	Hold	2,732	–	–	0.02%	159
2024 Q1	$251K	Hold	2,732	–	–	0.02%	154
2023 Q4	$244K	Sell	2,732 -150	-5%	-$12.4K	0.02%	140
2023 Q3	$227K	Hold	2,882	–	–	0.02%	137
2023 Q2	$245K	Buy	2,882 +12	+0.4%	+$919	0.02%	139
2023 Q1	$215K	Buy	+2,870	New	+$206K	0.02%	155
2022 Q2	–	Sell	-2,500	Closed	-$231K	–	170
2022 Q1	$231K	Hold	2,500	–	–	0.02%	147
2021 Q4	$256K	Sell	2,500 -10,794	-81%	-$1.08M	0.02%	147
2021 Q3	$224	Buy	13,294 +10,794	+432%	+$981K	0.02%	153
2021 Q2	$223K	Hold	2,500	–	–	0.02%	155
2021 Q1	$210K	Hold	2,500	–	–	0.02%	130
2020 Q4	$201K	Buy	+2,500	New	+$193K	0.02%	129

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

LBMC Investment Advisors's XLY Position: Q2 2026 in Review

LBMC Investment Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,634 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #198.

LBMC Investment Advisors first reported a position in XLY in Q4 2020 and has held it in 20 quarters since. The position peaked at $327K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

LBMC Investment Advisors held 2,634 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $309K as of Q2 2026.
LBMC Investment Advisors 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 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #198 holding.
LBMC Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 20 quarters since.
LBMC Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $327K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.