Pacifica Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Pacifica Partners’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	$62.3K	Hold	532	–	–	0.02%	184
2026 Q1	$58K	Hold	532	–	–	0.02%	188
2025 Q4	$63K	Buy	532 +282	+113%	+$33.4K	0.03%	173
2025 Q3	$30.1K	Hold	250	–	–	0.01%	238
2025 Q2	$27.3K	Hold	250	–	–	0.01%	246
2025 Q1	$23.9K	Hold	250	–	–	0.01%	252
2024 Q4	$27.7K	Hold	250	–	–	0.01%	243
2024 Q3	$25K	Hold	250	–	–	0.01%	275
2024 Q2	$23.5K	Hold	250	–	–	0.01%	285
2024 Q1	$22.7K	Hold	250	–	–	0.01%	285
2023 Q4	$21.3K	Hold	250	–	–	0.01%	299
2023 Q3	$19.9K	Buy	+250	New	+$21.1K	0.01%	284
2022 Q1	–	Sell	-100	Closed	-$10K	–	501
2021 Q4	$10K	Hold	100	–	–	0.01%	306
2021 Q3	$9K	Hold	100	–	–	0.01%	310
2021 Q2	$9K	Hold	100	–	–	0.01%	300
2021 Q1	$9K	Sell	100 -100	-50%	-$8.32K	0.01%	276
2020 Q4	$16K	Hold	200	–	–	0.02%	206
2020 Q3	$15K	Hold	200	–	–	0.02%	186
2020 Q2	$13K	Hold	200	–	–	0.01%	210
2020 Q1	$10K	Hold	200	–	–	0.01%	232
2019 Q4	$13K	Buy	+200	New	+$12.2K	0.01%	223

Other funds holding XLY

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

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

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

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Pacifica Partners's XLY Position: Q2 2026 in Review

Pacifica Partners held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 532 shares worth $62.3K. The position accounts for 0.02% of the portfolio, ranked #184.

Pacifica Partners first reported a position in XLY in Q4 2019 and has held it in 21 quarters since. The position peaked at $63K in Q4 2025. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Pacifica Partners held 532 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $62.3K as of Q2 2026.
Pacifica Partners left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Pacifica Partners's portfolio in Q2 2026, its #184 holding.
Pacifica Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 21 quarters since.
Pacifica Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $63K in Q4 2025.
421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.