Legacy Wealth Management (Idaho)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-156	Closed	-$17K	–	987
2026 Q1	$17K	Buy	156 +68	+77%	+$7.95K	0.01%	407
2025 Q4	$10.5K	Sell	88 -26	-23%	-$3.08K	0.01%	417
2025 Q3	$13.7K	Buy	114 +86	+307%	+$9.84K	0.01%	312
2025 Q2	$3.04K	Sell	28 -40	-59%	-$4.09K	﹤0.01%	457
2025 Q1	$6.71K	Buy	68 +40	+143%	+$4.34K	﹤0.01%	391
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 $1.55T 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 Wealth Management (Idaho)'s XLY Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 156 shares — an estimated $17K sold.

Legacy Wealth Management (Idaho) first reported a position in XLY in Q3 2024 and held it in 7 quarters. The position peaked at $17K in Q1 2026. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 156 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $17K.
Legacy Wealth Management (Idaho) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $17K in Q1 2026.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.