Relyea Zuckerberg Hanson’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Relyea Zuckerberg Hanson’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	$2.66M	Buy	22,718 +1	+0%	+$117	0.22%	67
2026 Q1	$2.48M	Buy	22,717 +1	+0%	+$117	0.25%	57
2025 Q4	$2.71M	Buy	22,716 +2	+0%	+$237	0.27%	59
2025 Q3	$2.72M	Sell	22,714 -4,800	-17%	-$549K	0.29%	57
2025 Q2	$2.99M	Buy	27,514 +2	+0%	+$205	0.35%	49
2025 Q1	$2.72M	Buy	27,512 +2	+0%	+$217	0.37%	46
2024 Q4	$3.09M	Hold	27,510	–	–	0.42%	45
2024 Q3	$2.76M	Buy	27,510 +23,794	+640%	+$2.22M	0.42%	40
2024 Q2	$339K	Sell	3,716 -54	-1%	-$4.8K	0.06%	168
2024 Q1	$347K	Buy	3,770 +120	+3%	+$10.7K	0.06%	161
2023 Q4	$326K	Hold	3,650	–	–	0.06%	158
2023 Q3	$294K	Hold	3,650	–	–	0.07%	148
2023 Q2	$310K	Sell	3,650 -50,148	-93%	-$3.84M	0.07%	149
2023 Q1	$4.02M	Buy	53,798 +50,148	+1,374%	+$3.6M	0.98%	23
2022 Q4	$236K	Sell	3,650 -4,870	-57%	-$340K	0.07%	156
2022 Q3	$607K	Hold	8,520	–	–	0.22%	70
2022 Q2	$586K	Hold	8,520	–	–	0.22%	70
2022 Q1	$771K	Sell	8,520 -1,644	-16%	-$151K	0.25%	64
2021 Q4	$917K	Hold	10,164	–	–	0.33%	55
2021 Q3	$912K	Buy	+10,164	New	+$923K	0.35%	49

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

Relyea Zuckerberg Hanson's XLY Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0% in Q2 2026, buying an estimated $117 and bringing the position to 22,718 shares worth $2.66M. The position accounts for 0.22% of the portfolio, ranked #67.

Relyea Zuckerberg Hanson first reported a position in XLY in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.02M in Q1 2023. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Relyea Zuckerberg Hanson held 22,718 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.66M as of Q2 2026.
Relyea Zuckerberg Hanson bought 1 State Street Consumer Discretionary Select Sector SPDR ETF share in Q2 2026, an estimated $117.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.22% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #67 holding.
Relyea Zuckerberg Hanson first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Relyea Zuckerberg Hanson's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.02M in Q1 2023.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.