Legacy Financial Strategies’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Legacy Financial Strategies’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	$385K	Hold	3,286	–	–	0.06%	102
2026 Q1	$358K	Sell	3,286 -614	-16%	-$71.8K	0.06%	95
2025 Q4	$466K	Hold	3,900	–	–	0.08%	81
2025 Q3	$467K	Hold	3,900	–	–	0.08%	82
2025 Q2	$424K	Hold	3,900	–	–	0.08%	84
2025 Q1	$385K	Hold	3,900	–	–	0.08%	77
2024 Q4	$432K	Sell	3,900 -302	-7%	-$32.3K	0.09%	78
2024 Q3	$421K	Hold	4,202	–	–	0.09%	70
2024 Q2	$395K	Hold	4,202	–	–	0.09%	65
2024 Q1	$386K	Buy	4,202 +140	+3%	+$12.5K	0.1%	63
2023 Q4	$363K	Buy	+4,062	New	+$336K	0.1%	63

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

Legacy Financial Strategies's XLY Position: Q2 2026 in Review

Legacy Financial Strategies held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 3,286 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #102.

Legacy Financial Strategies first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $467K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Legacy Financial Strategies held 3,286 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $385K as of Q2 2026.
Legacy Financial Strategies 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 0.06% of Legacy Financial Strategies's portfolio in Q2 2026, its #102 holding.
Legacy Financial Strategies first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Financial Strategies's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $467K 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 Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.