Richard W. Paul & Associates’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Richard W. Paul & Associates’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	$437K	Sell	3,722 -28	-0.7%	-$3.27K	0.13%	124
2026 Q1	$409K	Sell	3,750 -18	-0.5%	-$2.1K	0.14%	130
2025 Q4	$450K	Sell	3,768 -1,634	-30%	-$194K	0.15%	119
2025 Q3	$647K	Sell	5,402 -152	-3%	-$17.4K	0.22%	106
2025 Q2	$604K	Sell	5,554 -92	-2%	-$9.41K	0.22%	105
2025 Q1	$557K	Sell	5,646 -16,128	-74%	-$1.75M	0.22%	105
2024 Q4	$2.44M	Sell	21,774 -1,268	-6%	-$136K	0.89%	23
2024 Q3	$2.31M	Sell	23,042 -214	-0.9%	-$20K	0.83%	24
2024 Q2	$2.12M	Buy	23,256 +986	+4%	+$87.6K	0.82%	27
2024 Q1	$2.05M	Sell	22,270 -1,504	-6%	-$134K	0.82%	27
2023 Q4	$2.13M	Sell	23,774 -156	-0.7%	-$12.9K	0.89%	25
2023 Q3	$1.93M	Buy	23,930 +7,048	+42%	+$596K	0.88%	25
2023 Q2	$1.43M	Buy	16,882 +1,348	+9%	+$103K	0.62%	43
2023 Q1	$1.16M	Buy	15,534 +154	+1%	+$11K	0.53%	53
2022 Q4	$993K	Buy	+15,380	New	+$1.07M	0.5%	56

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

Richard W. Paul & Associates's XLY Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.75% in Q2 2026, selling an estimated $3.27K and leaving 3,722 shares worth $437K. The position accounts for 0.13% of the portfolio, ranked #124.

Richard W. Paul & Associates first reported a position in XLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.44M in Q4 2024. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Richard W. Paul & Associates held 3,722 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $437K as of Q2 2026.
Richard W. Paul & Associates sold 28 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $3.27K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.13% of Richard W. Paul & Associates's portfolio in Q2 2026, its #124 holding.
Richard W. Paul & Associates first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Richard W. Paul & Associates's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.44M in Q4 2024.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.