Richards, Merrill & Peterson’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.4K Hold
140
0.01% 267
2026
Q1
$15.3K Hold
140
0.01% 260
2025
Q4
$16.7K Buy
+140
New +$16.6K 0.01% 247
2025
Q2
Sell
-260
Closed -$25.7K 486
2025
Q1
$25.7K Hold
260
0.01% 321
2024
Q4
$29.2K Buy
+260
New +$27.8K 0.02% 301

Other funds holding XLY

Richards, Merrill & Peterson's XLY Position: Q2 2026 in Review

Richards, Merrill & Peterson held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 140 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #267.

Richards, Merrill & Peterson first reported a position in XLY in Q4 2024 and has held it in 5 quarters since. The position peaked at $29.2K in Q4 2024. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Richards, Merrill & Peterson held 140 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $16.4K as of Q2 2026.
  • Richards, Merrill & Peterson left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #267 holding.
  • Richards, Merrill & Peterson first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
  • Richards, Merrill & Peterson's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $29.2K in Q4 2024.
  • 1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.