Phillips Financial Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Phillips Financial Management’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	$209K	Hold	1,778	–	–	0.02%	205
2026 Q1	$194K	Hold	1,778	–	–	0.01%	194
2025 Q4	$212K	Hold	1,778	–	–	0.01%	201
2025 Q3	$213K	Buy	1,778 +998	+128%	+$114K	0.01%	203
2025 Q2	$84.8K	Hold	780	–	–	0.01%	210
2025 Q1	$77K	Hold	780	–	–	0.01%	201
2024 Q4	$87.5K	Hold	780	–	–	0.01%	196
2024 Q3	$78.1K	Hold	780	–	–	0.01%	208
2024 Q2	$71.1K	Hold	780	–	–	0.01%	211
2024 Q1	$71.7K	Hold	780	–	–	0.01%	204
2023 Q4	$69.7K	Hold	780	–	–	0.01%	187
2023 Q3	$62.8K	Hold	780	–	–	0.01%	184
2023 Q2	$66.2K	Hold	780	–	–	0.01%	183
2023 Q1	$58.3K	Hold	780	–	–	0.01%	186
2022 Q4	$50.4K	Hold	780	–	–	0.01%	178
2022 Q3	$56K	Buy	+780	New	+$61K	0.01%	168

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

Phillips Financial Management's XLY Position: Q2 2026 in Review

Phillips Financial Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 1,778 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #205.

Phillips Financial Management first reported a position in XLY in Q3 2022 and has held it in 16 quarters since. The position peaked at $213K in Q3 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Phillips Financial Management held 1,778 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $209K as of Q2 2026.
Phillips Financial Management 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 Phillips Financial Management's portfolio in Q2 2026, its #205 holding.
Phillips Financial Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Phillips Financial Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $213K in Q3 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.