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 Q2	$215K	Buy	+1,832	New	+$214K	0.01%	297
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 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

NFP Retirement Inc's XLY Position: Q2 2026 in Review

NFP Retirement Inc opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,832 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings. This is a return to the name: NFP Retirement Inc previously reported a position in XLY as recently as Q4 2025.

NFP Retirement Inc first reported a position in XLY in Q4 2024 and has held it in 4 quarters since. The position peaked at $218K in Q3 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

NFP Retirement Inc held 1,832 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $215K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new NFP Retirement Inc position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of NFP Retirement Inc's portfolio in Q2 2026, its #297 holding.
NFP Retirement Inc first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
NFP Retirement Inc's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $218K in Q3 2025.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.