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NFP Retirement Inc’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

NFP Retirement Inc’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
Q1 		– Sell
-1,825
Closed -$218K – 323
2025
Q4 		$218K Buy
1,825
+3
+0.2% +$356 0.01% 283
2025
Q3 		$218K Buy
+1,822
New +$209K 0.01% 283
2025
Q1 		– Sell
-1,816
Closed -$204K – 301
2024
Q4 		$204K Buy
+1,816
New +$194K 0.02% 278

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NFP Retirement Inc's XLY Position: Q1 2026 in Review

NFP Retirement Inc sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 1,825 shares — an estimated $218K sold.

NFP Retirement Inc first reported a position in XLY in Q4 2024 and held it in 3 quarters. The position peaked at $218K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • NFP Retirement Inc reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • NFP Retirement Inc sold 1,825 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $218K.
  • NFP Retirement Inc first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
  • NFP Retirement Inc's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $218K in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.