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

Raymond James 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 Q1	$327M	Sell	2,997,657 -9,545	-0.3%	-$1.12M	0.1%	177
2025 Q4	$359M	Sell	3,007,202 -929,444	-24%	-$110M	0.11%	147
2025 Q3	$472M	Sell	3,936,646 -150,206	-4%	-$17.2M	0.15%	110
2025 Q2	$444M	Buy	4,086,852 +10,810	+0.3%	+$1.11M	0.15%	114
2025 Q1	$402M	Buy	4,076,042 +1,200	+0%	+$130K	0.15%	117
2024 Q4	$457M	Buy	+4,074,842	New	+$436M	0.17%	105

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Raymond James Financial's XLY Position: Q1 2026 in Review

Raymond James Financial reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.32% in Q1 2026, selling an estimated $1.12M and leaving 2,997,657 shares worth $327M. The position accounts for 0.1% of the portfolio, ranked #177.

Raymond James Financial first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $472M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Raymond James Financial held 2,997,657 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $327M as of Q1 2026.
Raymond James Financial sold 9,545 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $1.12M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Raymond James Financial's portfolio in Q1 2026, its #177 holding.
Raymond James Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $472M in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.