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

Polaris Financial Partners’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 		$136K Buy
+1,249
New +$144K 0.06% 100

Other funds holding XLY

BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Polaris Financial Partners's XLY Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2026: 1,249 shares worth $136K. The stake represents 0.06% of the portfolio and ranks #100 among its holdings.

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

  • Polaris Financial Partners held 1,249 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $136K as of Q3 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF was a new Polaris Financial Partners position in Q3 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of Polaris Financial Partners's portfolio in Q3 2026, its #100 holding.
  • 10 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.