LVM Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

LVM Capital Management’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	$422K	Sell	3,594 -10	-0.3%	-$1.17K	0.04%	121
2026 Q1	$393K	Sell	3,604 -20	-0.6%	-$2.34K	0.04%	119
2025 Q4	$433K	Sell	3,624 -62	-2%	-$7.35K	0.04%	118
2025 Q3	$442K	Hold	3,686	–	–	0.04%	121
2025 Q2	$401K	Hold	3,686	–	–	0.04%	121
2025 Q1	$364K	Hold	3,686	–	–	0.04%	121
2024 Q4	$413K	Sell	3,686 -100	-3%	-$10.7K	0.04%	121
2024 Q3	$345K	Hold	3,786	–	–	0.04%	123
2024 Q2	$345K	Hold	3,786	–	–	0.04%	123
2024 Q1	$348K	Buy	3,786 +400	+12%	+$35.6K	0.04%	117
2023 Q4	$303K	Sell	3,386 -70	-2%	-$5.8K	0.04%	124
2023 Q3	$278K	Hold	3,456	–	–	0.04%	120
2023 Q2	$293K	Sell	3,456 -60	-2%	-$4.59K	0.04%	121
2023 Q1	$263K	Buy	3,516 +300	+9%	+$21.5K	0.04%	126
2022 Q4	$208K	Sell	3,216 -550	-15%	-$38.3K	0.03%	126
2022 Q3	$268K	Sell	3,766 -3,706	-50%	-$290K	0.04%	109
2022 Q2	$514K	Sell	7,472 -452	-6%	-$35.6K	0.07%	88
2022 Q1	$733K	Buy	7,924 +60	+0.8%	+$5.5K	0.1%	84
2021 Q4	$804K	Buy	7,864 +890	+13%	+$88.6K	0.11%	66
2021 Q3	$626K	Buy	6,974 +320	+5%	+$29.1K	0.09%	78
2021 Q2	$594K	Buy	6,654 +1,446	+28%	+$126K	0.09%	78
2021 Q1	$438K	Buy	5,208 +584	+13%	+$48.6K	0.07%	85
2020 Q4	$372K	Buy	+4,624	New	+$356K	0.06%	86

Other funds holding XLY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

LVM Capital Management's XLY Position: Q2 2026 in Review

LVM Capital Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.28% in Q2 2026, selling an estimated $1.17K and leaving 3,594 shares worth $422K. The position accounts for 0.04% of the portfolio, ranked #121.

LVM Capital Management first reported a position in XLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $804K in Q4 2021. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

LVM Capital Management held 3,594 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $422K as of Q2 2026.
LVM Capital Management sold 10 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.17K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of LVM Capital Management's portfolio in Q2 2026, its #121 holding.
LVM Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
LVM Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $804K in Q4 2021.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.