Legacy Investment Solutions’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Legacy Investment Solutions’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
2025 Q2	$3.04K	Buy	+28	New	+$2.86K	﹤0.01%	457
2024 Q4	$3.16K	Sell	28 -92	-77%	-$9.84K	﹤0.01%	440
2024 Q3	$13.1K	Buy	+120	New	+$11.2K	0.01%	269

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Legacy Investment Solutions's XLY Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2025: 28 shares worth $3.04K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in XLY as recently as Q4 2024.

Legacy Investment Solutions first reported a position in XLY in Q3 2024 and has held it in 3 quarters since. The position peaked at $13.1K in Q3 2024. 1,241 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

Legacy Investment Solutions held 28 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.04K as of Q2 2025.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Legacy Investment Solutions position in Q2 2025.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #457 holding.
Legacy Investment Solutions first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2024 and has held it in 3 quarters since.
Legacy Investment Solutions's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $13.1K in Q3 2024.
1,241 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.