Stonebridge Financial Planning Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Stonebridge Financial Planning Group’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	$1.83M	Sell	15,626 -1,843	-11%	-$215K	0.58%	52
2026 Q1	$1.9M	Sell	17,469 -437	-2%	-$51.1K	0.7%	43
2025 Q4	$2.14M	Sell	17,906 -494	-3%	-$58.6K	0.77%	41
2025 Q3	$2.2M	Sell	18,400 -2,472	-12%	-$283K	0.83%	38
2025 Q2	$2.27M	Sell	20,872 -182	-0.9%	-$18.6K	0.95%	30
2025 Q1	$2.08M	Sell	21,054 -124	-0.6%	-$13.4K	0.95%	34
2024 Q4	$2.38M	Sell	21,178 -596	-3%	-$63.7K	1.06%	26
2024 Q3	$2.18M	Sell	21,774 -184	-0.8%	-$17.2K	1.04%	25
2024 Q2	$2M	Sell	21,958 -290	-1%	-$25.8K	1.01%	27
2024 Q1	$2.05M	Sell	22,248 -1,318	-6%	-$117K	1.08%	24
2023 Q4	$2.11M	Sell	23,566 -1,258	-5%	-$104K	1.21%	21
2023 Q3	$2M	Buy	24,824 +140	+0.6%	+$11.8K	1.28%	22
2023 Q2	$2.1M	Sell	24,684 -2,560	-9%	-$196K	1.28%	25
2023 Q1	$2.04M	Sell	27,244 -11,192	-29%	-$802K	1.31%	23
2022 Q4	$2.48M	Sell	38,436 -2,774	-7%	-$193K	1.65%	13
2022 Q3	$2.94M	Sell	41,210 -3,804	-8%	-$298K	2.05%	12
2022 Q2	$3.09M	Buy	45,014 +2,872	+7%	+$226K	2.1%	12
2022 Q1	$3.9M	Sell	42,142 -354	-0.8%	-$32.4K	2.18%	13
2021 Q4	$3.78M	Buy	42,496 +240	+0.6%	+$23.9K	1.99%	12
2021 Q3	$4.38M	Buy	42,256 +276	+0.7%	+$25.1K	2.14%	11
2021 Q2	$3.86M	Buy	41,980 +2,222	+6%	+$194K	2.05%	10
2021 Q1	$3.52M	Buy	39,758 +50	+0.1%	+$4.16K	2.06%	11
2020 Q4	$3.19M	Sell	39,708 -220	-0.6%	-$17K	2.02%	12
2020 Q3	$3.05M	Buy	39,928 +1,422	+4%	+$101K	2.19%	13
2020 Q2	$2.49M	Buy	38,506 +1,122	+3%	+$66.2K	2.12%	13
2020 Q1	$1.96M	Buy	37,384 +52	+0.1%	+$3.07K	1.95%	15
2019 Q4	$2.34M	Buy	+37,332	New	+$2.27M	2.12%	14

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

Stonebridge Financial Planning Group's XLY Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 11% in Q2 2026, selling an estimated $215K and leaving 15,626 shares worth $1.83M. The position accounts for 0.58% of the portfolio, ranked #52.

Stonebridge Financial Planning Group first reported a position in XLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.38M in Q3 2021. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Stonebridge Financial Planning Group held 15,626 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.83M as of Q2 2026.
Stonebridge Financial Planning Group sold 1,843 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $215K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.58% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #52 holding.
Stonebridge Financial Planning Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Stonebridge Financial Planning Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.38M in Q3 2021.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.