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

Pacific Sun 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	$433K	Sell	3,690 -800	-18%	-$93.4K	0.18%	149
2026 Q1	$489K	Buy	4,490 +78	+2%	+$9.12K	0.24%	127
2025 Q4	$527K	Hold	4,412	–	–	0.25%	117
2025 Q3	$529K	Hold	4,412	–	–	0.26%	117
2025 Q2	$479K	Sell	4,412 -40	-0.9%	-$4.09K	0.25%	119
2025 Q1	$440K	Sell	4,452 -40	-0.9%	-$4.34K	0.25%	120
2024 Q4	$504K	Sell	4,492 -60	-1%	-$6.42K	0.27%	112
2024 Q3	$456K	Sell	4,552 -260	-5%	-$24.3K	0.25%	116
2024 Q2	$439K	Hold	4,812	–	–	0.26%	115
2024 Q1	$442K	Sell	4,812 -40	-0.8%	-$3.56K	0.26%	116
2023 Q4	$434K	Hold	4,852	–	–	0.27%	110
2023 Q3	$391K	Sell	4,852 -630	-11%	-$53.3K	0.27%	110
2023 Q2	$410K	Buy	+5,482	New	+$420K	0.27%	111
2022 Q4	$358K	Sell	5,548 -570	-9%	-$39.7K	0.25%	118
2022 Q3	$436K	Sell	6,118 -100	-2%	-$7.82K	0.31%	104
2022 Q2	$427K	Sell	6,218 -50	-0.8%	-$3.94K	0.28%	110
2022 Q1	$580K	Buy	6,268 +160	+3%	+$14.7K	0.32%	95
2021 Q4	$624K	Buy	6,108 +50	+0.8%	+$4.98K	0.33%	92
2021 Q3	$544K	Buy	+6,058	New	+$550K	0.31%	96
2020 Q3	$291K	Sell	3,956 -68	-2%	-$4.81K	0.24%	114
2020 Q2	$257K	Buy	+4,024	New	+$237K	0.23%	119
2020 Q1	–	Sell	-3,664	Closed	-$230K	–	143
2019 Q4	$230K	Sell	3,664 -150	-4%	-$9.13K	0.2%	128
2019 Q3	$230K	Buy	3,814 +350	+10%	+$21.1K	0.22%	122
2019 Q2	$206K	Buy	+3,464	New	+$203K	0.2%	132
2018 Q1	–	Sell	-27,796	Closed	-$1.37M	–	212
2017 Q4	$1.37M	Buy	+27,796	New	+$1.31M	0.75%	51

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

Pacific Sun Financial's XLY Position: Q2 2026 in Review

Pacific Sun Financial reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 18% in Q2 2026, selling an estimated $93.4K and leaving 3,690 shares worth $433K. The position accounts for 0.18% of the portfolio, ranked #149.

Pacific Sun Financial first reported a position in XLY in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.37M in Q4 2017. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Pacific Sun Financial held 3,690 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $433K as of Q2 2026.
Pacific Sun Financial sold 800 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $93.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.18% of Pacific Sun Financial's portfolio in Q2 2026, its #149 holding.
Pacific Sun Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 25 quarters since.
Pacific Sun Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.37M in Q4 2017.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.