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Navalign LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Navalign LLC’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
-4,348
Closed -$474K – 139
2026
Q1 		$474K Buy
4,348
+3,011
+225% +$352K 0.12% 89
2025
Q4 		$160K Buy
+1,337
New +$159K 0.04% 134

Other funds holding XLY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Navalign LLC's XLY Position: Q2 2026 in Review

Navalign LLC sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 4,348 shares — an estimated $474K sold.

Navalign LLC first reported a position in XLY in Q4 2025 and held it in 2 quarters. The position peaked at $474K in Q1 2026. 860 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Navalign LLC reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Navalign LLC sold 4,348 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $474K.
  • Navalign LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • Navalign LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $474K in Q1 2026.
  • 860 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Navalign LLC's 13F filing for Q2 2026, filed 28 Jul 2026.