Narus Financial Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Narus Financial Partners’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	$1.59M	Sell	13,572 -1,028	-7%	-$120K	0.41%	47
2026 Q1	$1.59M	Sell	14,600 -1	-0%	-$117	0.42%	45
2025 Q4	$1.74M	Sell	14,601 -61	-0.4%	-$7.23K	0.48%	39
2025 Q3	$1.76M	Sell	14,662 -980	-6%	-$112K	0.48%	41
2025 Q2	$1.7M	Sell	15,642 -3,824	-20%	-$391K	0.53%	39
2025 Q1	$1.92M	Buy	19,466 +82	+0.4%	+$8.89K	0.65%	32
2024 Q4	$2.17M	Buy	19,384 +254	+1%	+$27.2K	0.74%	30
2024 Q3	$1.92M	Buy	19,130 +1,518	+9%	+$142K	0.69%	28
2024 Q2	$1.61M	Buy	17,612 +172	+1%	+$15.3K	0.65%	32
2024 Q1	$1.6M	Buy	17,440 +3,924	+29%	+$349K	0.68%	30
2023 Q4	$1.21M	Buy	13,516 +10,988	+435%	+$910K	0.58%	35
2023 Q3	$203K	Buy	+2,528	New	+$214K	0.1%	123
2022 Q2	–	Sell	-2,182	Closed	-$202K	–	127
2022 Q1	$202K	Buy	+2,182	New	+$200K	0.11%	110
2021 Q1	$241K	Buy	+2,872	New	+$239K	0.14%	91

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

Narus Financial Partners's XLY Position: Q2 2026 in Review

Narus Financial Partners reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 7% in Q2 2026, selling an estimated $120K and leaving 13,572 shares worth $1.59M. The position accounts for 0.41% of the portfolio, ranked #47.

Narus Financial Partners first reported a position in XLY in Q1 2021 and has held it in 14 quarters since. The position peaked at $2.17M in Q4 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Narus Financial Partners held 13,572 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.59M as of Q2 2026.
Narus Financial Partners sold 1,028 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $120K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.41% of Narus Financial Partners's portfolio in Q2 2026, its #47 holding.
Narus Financial Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and has held it in 14 quarters since.
Narus Financial Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.17M in Q4 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.