MPS Loria Financial Planners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

MPS Loria Financial Planners’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	$347K	Buy	2,962 +4	+0.1%	+$467	0.08%	68
2026 Q1	$322K	Buy	2,958 +4	+0.1%	+$467	0.09%	67
2025 Q4	$353K	Buy	2,954 +2	+0.1%	+$237	0.09%	62
2025 Q3	$354K	Buy	2,952 +4	+0.1%	+$458	0.09%	61
2025 Q2	$320K	Buy	2,948 +4	+0.1%	+$409	0.09%	62
2025 Q1	$291K	Buy	2,944 +6	+0.2%	+$651	0.09%	64
2024 Q4	$330K	Buy	+2,938	New	+$314K	0.1%	60

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

MPS Loria Financial Planners's XLY Position: Q2 2026 in Review

MPS Loria Financial Planners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.14% in Q2 2026, buying an estimated $467 and bringing the position to 2,962 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #68.

MPS Loria Financial Planners first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $354K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

MPS Loria Financial Planners held 2,962 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $347K as of Q2 2026.
MPS Loria Financial Planners bought 4 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $467.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.08% of MPS Loria Financial Planners's portfolio in Q2 2026, its #68 holding.
MPS Loria Financial Planners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
MPS Loria Financial Planners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $354K 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 MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.