Richmond Investment Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Richmond Investment Services’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 Q1	$215K	Sell	1,976 -269	-12%	-$31.4K	0.03%	243
2025 Q4	$268K	Buy	2,245 +63	+3%	+$7.47K	0.05%	195
2025 Q3	$261K	Buy	+2,182	New	+$250K	0.05%	192

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Richmond Investment Services's XLY Position: Q1 2026 in Review

Richmond Investment Services reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 12% in Q1 2026, selling an estimated $31.4K and leaving 1,976 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #243.

Richmond Investment Services first reported a position in XLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $268K in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Richmond Investment Services held 1,976 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $215K as of Q1 2026.
Richmond Investment Services sold 269 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $31.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Richmond Investment Services's portfolio in Q1 2026, its #243 holding.
Richmond Investment Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
Richmond Investment Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $268K in Q4 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.