SS&H Financial Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

SS&H Financial Advisors’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	$274K	Buy	+2,334	New	+$272K	0.07%	114
2025 Q4	$279K	Hold	2,334	–	–	0.08%	114
2025 Q3	$280K	Hold	2,334	–	–	0.09%	115
2025 Q2	$254K	Sell	2,334 -1,166	-33%	-$119K	0.08%	113
2025 Q1	$346K	Sell	3,500 -1,166	-25%	-$126K	0.13%	105
2024 Q4	$524K	Hold	4,666	–	–	0.19%	89
2024 Q3	$467K	Hold	4,666	–	–	0.17%	95
2024 Q2	$426K	Hold	4,666	–	–	0.17%	99
2024 Q1	$429K	Hold	4,666	–	–	0.18%	94
2023 Q4	$417K	Hold	4,666	–	–	0.18%	96
2023 Q3	$376K	Buy	+4,666	New	+$394K	0.18%	98
2023 Q1	$349K	Buy	+4,666	New	+$335K	0.16%	105

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

SS&H Financial Advisors's XLY Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 2,334 shares worth $274K. The stake represents 0.07% of the portfolio and ranks #114 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in XLY as recently as Q4 2025.

SS&H Financial Advisors first reported a position in XLY in Q1 2023 and has held it in 12 quarters since. The position peaked at $524K in Q4 2024. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

SS&H Financial Advisors held 2,334 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $274K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new SS&H Financial Advisors position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of SS&H Financial Advisors's portfolio in Q2 2026, its #114 holding.
SS&H Financial Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
SS&H Financial Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $524K in Q4 2024.
1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.