Retirement Planning Group (Kansas)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Retirement Planning Group (Kansas)’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	$4.68M	Sell	39,884 -2,335	-6%	-$273K	0.12%	85
2026 Q1	$4.6M	Sell	42,219 -2,196	-5%	-$257K	0.14%	68
2025 Q4	$5.3M	Sell	44,415 -5,245	-11%	-$622K	0.17%	54
2025 Q3	$5.95M	Buy	49,660 +1,648	+3%	+$189K	0.21%	49
2025 Q2	$5.22M	Sell	48,012 -2,972	-6%	-$304K	0.22%	42
2025 Q1	$5.03M	Buy	50,984 +4,932	+11%	+$535K	0.24%	40
2024 Q4	$5.17M	Buy	46,052 +1,936	+4%	+$207K	0.26%	39
2024 Q3	$4.42M	Sell	44,116 -1,028	-2%	-$96.1K	0.24%	50
2024 Q2	$4.12M	Buy	45,144 +2,106	+5%	+$187K	0.26%	40
2024 Q1	$3.96M	Buy	43,038 +34,484	+403%	+$3.07M	0.3%	41
2023 Q4	$765K	Buy	+8,554	New	+$708K	0.07%	95

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

Retirement Planning Group (Kansas)'s XLY Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.5% in Q2 2026, selling an estimated $273K and leaving 39,884 shares worth $4.68M. The position accounts for 0.12% of the portfolio, ranked #85.

Retirement Planning Group (Kansas) first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.95M in Q3 2025. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Retirement Planning Group (Kansas) held 39,884 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.68M as of Q2 2026.
Retirement Planning Group (Kansas) sold 2,335 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $273K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.12% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #85 holding.
Retirement Planning Group (Kansas) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Retirement Planning Group (Kansas)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.95M in Q3 2025.
1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.