Ranch Capital Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Ranch Capital Advisors’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	$456K	Buy	3,892 +172	+5%	+$20.1K	0.14%	108
2026 Q1	$405K	Sell	3,720 -936	-20%	-$109K	0.15%	111
2025 Q4	$556K	Sell	4,656 -16	-0.3%	-$1.9K	0.2%	99
2025 Q3	$560K	Buy	4,672 +6	+0.1%	+$687	0.22%	92
2025 Q2	$507K	Buy	4,666 +298	+7%	+$30.5K	0.22%	95
2025 Q1	$431K	Sell	4,368 -248	-5%	-$26.9K	0.2%	101
2024 Q4	$518K	Buy	4,616 +44	+1%	+$4.71K	0.24%	90
2024 Q3	$458K	Sell	4,572 -1,060	-19%	-$99.1K	0.22%	103
2024 Q2	$514K	Sell	5,632 -832	-13%	-$73.9K	0.27%	95
2024 Q1	$594K	Sell	6,464 -12	-0.2%	-$1.07K	0.32%	85
2023 Q4	$579K	Sell	6,476 -188	-3%	-$15.6K	0.36%	79
2023 Q3	$536K	Sell	6,664 -226	-3%	-$19.1K	0.38%	78
2023 Q2	$585K	Sell	6,890 -180	-3%	-$13.8K	0.41%	75
2023 Q1	$529K	Buy	7,070 +2,330	+49%	+$167K	0.39%	79
2022 Q4	$306K	Buy	4,740 +232	+5%	+$16.2K	0.24%	112
2022 Q3	$321K	Buy	+4,508	New	+$353K	0.26%	106
2022 Q1	–	Sell	-2,042	Closed	-$209K	–	173
2021 Q4	$209K	Sell	2,042 -108	-5%	-$10.8K	0.14%	149
2021 Q3	$193K	Buy	+2,150	New	+$195K	0.12%	154
2021 Q2	–	Sell	-2,344	Closed	-$204K	–	163
2021 Q1	$197K	Buy	2,344 +2	+0.1%	+$166	0.13%	152
2020 Q4	$188K	Buy	2,342 +338	+17%	+$26.1K	0.14%	152
2020 Q3	$171K	Sell	2,004 -464	-19%	-$32.8K	0.14%	150
2020 Q2	$175K	Buy	2,468 +4	+0.2%	+$236	0.14%	150
2020 Q1	$120K	Sell	2,464 -394	-14%	-$23.3K	0.12%	170
2019 Q4	$179K	Buy	2,858 +6	+0.2%	+$365	0.15%	147
2019 Q3	$172K	Buy	+2,852	New	+$172K	0.18%	148

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

Ranch Capital Advisors's XLY Position: Q2 2026 in Review

Ranch Capital Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.6% in Q2 2026, buying an estimated $20.1K and bringing the position to 3,892 shares worth $456K. The position accounts for 0.14% of the portfolio, ranked #108.

Ranch Capital Advisors first reported a position in XLY in Q3 2019 and has held it in 25 quarters since. The position peaked at $594K in Q1 2024. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Ranch Capital Advisors held 3,892 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $456K as of Q2 2026.
Ranch Capital Advisors bought 172 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $20.1K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.14% of Ranch Capital Advisors's portfolio in Q2 2026, its #108 holding.
Ranch Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2019 and has held it in 25 quarters since.
Ranch Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $594K in Q1 2024.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.