Rice Partnership’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Rice Partnership’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	$61.6K	Sell	525 -404	-43%	-$47.2K	0.01%	146
2026 Q1	$101K	Sell	929 -248	-21%	-$29K	0.01%	130
2025 Q4	$141K	Buy	1,177 +269	+30%	+$31.9K	0.02%	123
2025 Q3	$109K	Buy	908 +90	+11%	+$10.3K	0.02%	129
2025 Q2	$88.9K	Buy	818 +170	+26%	+$17.4K	0.02%	122
2025 Q1	$64K	Hold	648	–	–	0.01%	113
2024 Q4	$72.7K	Hold	648	–	–	0.01%	119
2024 Q3	$64.9K	Hold	648	–	–	0.01%	119
2024 Q2	$59.1K	Buy	648 +88	+16%	+$7.82K	0.01%	116
2024 Q1	$51.5K	Hold	560	–	–	0.01%	111
2023 Q4	$50.1K	Sell	560 -10	-2%	-$828	0.01%	107
2023 Q3	$45.9K	Sell	570 -746	-57%	-$63.1K	0.01%	108
2023 Q2	$112K	Hold	1,316	–	–	0.03%	105
2023 Q1	$98.4K	Sell	1,316 -46	-3%	-$3.3K	0.03%	96
2022 Q4	$88K	Hold	1,362	–	–	0.03%	91
2022 Q3	$97K	Buy	1,362 +128	+10%	+$10K	0.03%	94
2022 Q2	$85K	Hold	1,234	–	–	0.03%	94
2022 Q1	$114K	Sell	1,234 -40	-3%	-$3.66K	0.03%	104
2021 Q4	$130K	Buy	1,274 +40	+3%	+$3.98K	0.04%	100
2021 Q3	$111K	Hold	1,234	–	–	0.04%	95
2021 Q2	$110K	Hold	1,234	–	–	0.03%	96
2021 Q1	$104K	Hold	1,234	–	–	0.04%	90
2020 Q4	$99K	Hold	1,234	–	–	0.04%	90
2020 Q3	$91K	Hold	1,234	–	–	0.04%	76
2020 Q2	$79K	Buy	1,234 +74	+6%	+$4.36K	0.04%	67
2020 Q1	$57K	Buy	+1,160	New	+$68.5K	0.04%	74

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

Rice Partnership's XLY Position: Q2 2026 in Review

Rice Partnership reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 43% in Q2 2026, selling an estimated $47.2K and leaving 525 shares worth $61.6K. The position accounts for 0.01% of the portfolio, ranked #146.

Rice Partnership first reported a position in XLY in Q1 2020 and has held it in 26 quarters since. The position peaked at $141K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Rice Partnership held 525 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $61.6K as of Q2 2026.
Rice Partnership sold 404 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $47.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Rice Partnership's portfolio in Q2 2026, its #146 holding.
Rice Partnership first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Rice Partnership's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $141K in Q4 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.