RFN
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RDA Financial Network’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

RDA Financial Network’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 		$291K Sell
2,481
-1,819
-42% -$212K 0.06% 225
2026
Q1 		$469K Buy
4,300
+392
+10% +$45.8K 0.12% 167
2025
Q4 		$467K Sell
3,908
-12
-0.3% -$1.42K 0.11% 159
2025
Q3 		$470K Buy
3,920
+1,902
+94% +$218K 0.12% 155
2025
Q2 		$219K Sell
2,018
-782
-28% -$80K 0.06% 242
2025
Q1 		$276K Buy
2,800
+938
+50% +$102K 0.08% 197
2024
Q4 		$209K Buy
+1,862
New +$199K 0.06% 232
2020
Q1 		– Sell
-3,794
Closed -$238K – 254
2019
Q4 		$238K Hold
3,794
– – 0.1% 216
2019
Q3 		$228K Sell
3,794
-970
-20% -$58.5K 0.1% 213
2019
Q2 		$290K Buy
4,764
+2
+0% +$117 0.13% 167
2019
Q1 		$282K Buy
+4,762
New +$258K 0.13% 165

Other funds holding XLY

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return