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

MV 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	$23.5K	Hold	200	–	–	﹤0.01%	432
2026 Q1	$21.8K	Hold	200	–	–	﹤0.01%	436
2025 Q4	$23.9K	Sell	200 -190	-49%	-$22.5K	﹤0.01%	417
2025 Q3	$46.7K	Hold	390	–	–	﹤0.01%	317
2025 Q2	$42.4K	Sell	390 -192	-33%	-$19.6K	﹤0.01%	329
2025 Q1	$57.5K	Sell	582 -4,380	-88%	-$475K	0.01%	293
2024 Q4	$557K	Sell	4,962 -218	-4%	-$23.3K	0.06%	113
2024 Q3	$519K	Sell	5,180 -210	-4%	-$19.6K	0.06%	117
2024 Q2	$492K	Sell	5,390 -2,202	-29%	-$196K	0.06%	115
2024 Q1	$698K	Sell	7,592 -2,386	-24%	-$212K	0.08%	104
2023 Q4	$892K	Hold	9,978	–	–	0.11%	89
2023 Q3	$803K	Hold	9,978	–	–	0.11%	92
2023 Q2	$847K	Buy	9,978 +3,338	+50%	+$256K	0.11%	86
2023 Q1	$496K	Buy	6,640 +2,308	+53%	+$165K	0.07%	106
2022 Q4	$280K	Buy	4,332 +3,292	+317%	+$230K	0.04%	117
2022 Q3	$74K	Buy	1,040 +150	+17%	+$11.7K	0.01%	186
2022 Q2	$61K	Hold	890	–	–	0.01%	201
2022 Q1	$82K	Hold	890	–	–	0.01%	185
2021 Q4	$91K	Hold	890	–	–	0.01%	171
2021 Q3	$80K	Hold	890	–	–	0.01%	171
2021 Q2	$79K	Sell	890 -40	-4%	-$3.48K	0.01%	164
2021 Q1	$78K	Sell	930 -254	-21%	-$21.1K	0.01%	153
2020 Q4	$95K	Sell	1,184 -1,586	-57%	-$122K	0.02%	137
2020 Q3	$204K	Buy	2,770 +478	+21%	+$33.8K	0.04%	94
2020 Q2	$146K	Sell	2,292 -3,120	-58%	-$184K	0.03%	106
2020 Q1	$265K	Buy	5,412 +2,278	+73%	+$135K	0.07%	85
2019 Q4	$197K	Hold	3,134	–	–	0.04%	109
2019 Q3	$189K	Sell	3,134 -10,540	-77%	-$635K	0.04%	108
2019 Q2	$815K	Sell	13,674 -1,300	-9%	-$76.1K	0.19%	52
2019 Q1	$852K	Sell	14,974 -5,506	-27%	-$299K	0.2%	45
2018 Q4	$1.01M	Sell	20,480 -576	-3%	-$30.5K	0.28%	37
2018 Q3	$1.23M	Sell	21,056 -314	-1%	-$17.9K	0.31%	33
2018 Q2	$1.17M	Sell	21,370 -882	-4%	-$46.6K	0.3%	34
2018 Q1	$1.13M	Sell	22,252 -214	-1%	-$11.2K	0.3%	36
2017 Q4	$1.11M	Buy	22,466 +18,228	+430%	+$858K	0.3%	37
2017 Q3	$191K	Sell	4,238 -938	-18%	-$42.2K	0.05%	96
2017 Q2	$232K	Sell	5,176 -16,470	-76%	-$738K	0.07%	88
2017 Q1	$952K	Buy	21,646 +15,308	+242%	+$656K	0.3%	38
2016 Q4	$258K	Buy	6,338 +1,648	+35%	+$66.6K	0.09%	75
2016 Q3	$188K	Buy	4,690 +36	+0.8%	+$1.45K	0.07%	88
2016 Q2	$182K	Sell	4,654 -120	-3%	-$4.72K	0.07%	94
2016 Q1	$189K	Sell	4,774 -21,136	-82%	-$787K	0.08%	92
2015 Q4	$1.01M	Sell	25,910 -57,090	-69%	-$2.27M	0.4%	37
2015 Q3	$3.08M	Sell	83,000 -17,310	-17%	-$665K	1.4%	20
2015 Q2	$3.84M	Sell	100,310 -49,742	-33%	-$1.9M	1.56%	18
2015 Q1	$5.65M	Sell	150,052 -12,536	-8%	-$461K	2.37%	15
2014 Q4	$5.87M	Buy	+162,588	New	+$5.57M	2.66%	12

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

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

MV Capital Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 200 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

MV Capital Management first reported a position in XLY in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.87M in Q4 2014. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

MV Capital Management held 200 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $23.5K as of Q2 2026.
MV Capital Management 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 ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #432 holding.
MV Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
MV Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.87M in Q4 2014.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.