PDS Planning’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

PDS Planning’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 Q3	$247K	Buy	+2,269	New	+$261K	0.01%	509

Other funds holding XLY

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

PDS Planning's XLY Position: Q3 2026 in Review

PDS Planning opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2026: 2,269 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings.

628 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

PDS Planning held 2,269 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $247K as of Q3 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new PDS Planning position in Q3 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of PDS Planning's portfolio in Q3 2026, its #509 holding.
628 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on PDS Planning's 13F filing for Q3 2026, filed 3 Nov 2026.