Oliver Lagore Vanvalin Investment Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$19.3K	Buy	+196	New	+$20K	0.01%	345
2024 Q4	$8.97K	Sell	80 -6	-7%	-$642	﹤0.01%	460
2024 Q3	$8.62K	Buy	+86	New	+$8.04K	﹤0.01%	447
2023 Q4	–	Sell	-552	Closed	-$44.4K	–	887
2023 Q3	$44.4K	Hold	552	–	–	0.02%	254
2023 Q2	$46.9K	Buy	552 +486	+736%	+$37.2K	0.02%	257
2023 Q1	$4.92K	Hold	66	–	–	﹤0.01%	485
2022 Q4	$4.23K	Hold	66	–	–	﹤0.01%	487
2022 Q3	$5K	Hold	66	–	–	﹤0.01%	440
2022 Q2	$4K	Sell	66 -202	-75%	-$15.9K	﹤0.01%	452
2022 Q1	$23K	Buy	+268	New	+$24.5K	0.02%	243

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's XLY Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2025: 196 shares worth $19.3K. The stake represents 0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in XLY as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in XLY in Q1 2022 and has held it in 10 quarters since. The position peaked at $46.9K in Q2 2023. 1,242 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 196 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $19.3K as of Q2 2025.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #345 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and has held it in 10 quarters since.
Oliver Lagore Vanvalin Investment Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $46.9K in Q2 2023.
1,242 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.