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

PlanVest Financial’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	$1.88K	Hold	16	–	–	﹤0.01%	521
2026 Q1	$1.74K	Buy	+16	New	+$1.87K	﹤0.01%	498

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

PlanVest Financial's XLY Position: Q2 2026 in Review

PlanVest Financial held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 16 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

PlanVest Financial first reported a position in XLY in Q1 2026 and has held it in 2 quarters since. 1,259 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

PlanVest Financial held 16 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.88K as of Q2 2026.
PlanVest Financial 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 ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #521 holding.
PlanVest Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
1,259 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.