Personal CFO Solutions’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Personal CFO Solutions’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	$686K	Buy	+5,847	New	+$682K	0.1%	182
2026 Q1	–	Sell	-5,775	Closed	-$690K	–	570
2025 Q4	$690K	Sell	5,775 -169	-3%	-$20K	0.11%	178
2025 Q3	$712K	Sell	5,944 -2,292	-28%	-$262K	0.12%	169
2025 Q2	$895K	Buy	+8,236	New	+$842K	0.17%	130
2022 Q2	–	Sell	-13,674	Closed	-$1.26M	–	503
2022 Q1	$1.26M	Buy	13,674 +1,314	+11%	+$120K	0.25%	80
2021 Q4	$1.26M	Sell	12,360 -1,746	-12%	-$174K	0.24%	85
2021 Q3	$1.27M	Buy	14,106 +3,440	+32%	+$312K	0.26%	82
2021 Q2	$952K	Sell	10,666 -1,222	-10%	-$106K	0.2%	105
2021 Q1	$999K	Sell	11,888 -2,568	-18%	-$214K	0.22%	97
2020 Q4	$1.16M	Sell	14,456 -168	-1%	-$13K	0.29%	80
2020 Q3	$1K	Sell	14,624 -29,308	-67%	-$2.07M	0.33%	132
2020 Q2	$2.81M	Buy	+43,932	New	+$2.59M	0.83%	30
2020 Q1	–	Sell	-20,734	Closed	-$1.3M	–	385
2019 Q4	$1.3M	Sell	20,734 -1,044	-5%	-$63.5K	0.37%	55
2019 Q3	$1.31M	Buy	+21,778	New	+$1.31M	0.52%	38

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

Personal CFO Solutions's XLY Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 5,847 shares worth $686K. The stake represents 0.1% of the portfolio and ranks #182 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in XLY as recently as Q4 2025.

Personal CFO Solutions first reported a position in XLY in Q3 2019 and has held it in 14 quarters since. The position peaked at $2.81M in Q2 2020. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Personal CFO Solutions held 5,847 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $686K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Personal CFO Solutions position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Personal CFO Solutions's portfolio in Q2 2026, its #182 holding.
Personal CFO Solutions first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2019 and has held it in 14 quarters since.
Personal CFO Solutions's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.81M in Q2 2020.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.