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

Nikulski Financial’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 		$795K Buy
6,779
+112
+2% +$13.1K 0.17% 107
2026
Q1 		$727K Buy
6,667
+711
+12% +$83.1K 0.18% 104
2025
Q4 		$711K Buy
5,956
+2,402
+68% +$285K 0.17% 101
2025
Q3 		$426K Buy
3,554
+1,358
+62% +$155K 0.11% 111
2025
Q2 		$239K Buy
+2,196
New +$225K 0.07% 135

Other funds holding XLY

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
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
TC
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Nikulski Financial's XLY Position: Q2 2026 in Review

Nikulski Financial increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.7% in Q2 2026, buying an estimated $13.1K and bringing the position to 6,779 shares worth $795K. The position accounts for 0.17% of the portfolio, ranked #107.

Nikulski Financial first reported a position in XLY in Q2 2025 and has held it in 5 quarters since. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Nikulski Financial held 6,779 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $795K as of Q2 2026.
  • Nikulski Financial bought 112 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $13.1K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.17% of Nikulski Financial's portfolio in Q2 2026, its #107 holding.
  • Nikulski Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • 613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.