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

Peak Retirement 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 Q2	$17.2M	Buy	146,239 +143,082	+4,532%	+$16.7M	2.72%	8
2026 Q1	$344K	Sell	3,157 -1,962	-38%	-$229K	0.07%	116
2025 Q4	$611K	Sell	5,119 -86,759	-94%	-$10.3M	0.14%	97
2025 Q3	$11M	Buy	91,878 +23,076	+34%	+$2.64M	3.1%	8
2025 Q2	$7.48M	Buy	+68,802	New	+$7.04M	3.02%	8

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

Peak Retirement Planning's XLY Position: Q2 2026 in Review

Peak Retirement Planning increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4,532% in Q2 2026, buying an estimated $16.7M and bringing the position to 146,239 shares worth $17.2M. The position accounts for 2.72% of the portfolio, ranked #8.

Peak Retirement Planning first reported a position in XLY in Q2 2025 and has held it in 5 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Peak Retirement Planning held 146,239 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $17.2M as of Q2 2026.
Peak Retirement Planning bought 143,082 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $16.7M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 2.72% of Peak Retirement Planning's portfolio in Q2 2026, its #8 holding.
Peak Retirement Planning first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.