Strategic Family Wealth Counselors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Strategic Family Wealth Counselors’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	$480K	Hold	4,094	–	–	0.11%	106
2026 Q1	$446K	Buy	4,094 +94	+2%	+$11K	0.12%	101
2025 Q4	$476K	Hold	4,000	–	–	0.11%	124
2025 Q3	$479K	Hold	4,000	–	–	0.12%	99
2025 Q2	$435K	Hold	4,000	–	–	0.12%	98
2025 Q1	$395K	Hold	4,000	–	–	0.13%	95
2024 Q4	$449K	Hold	4,000	–	–	0.15%	85
2024 Q3	$401K	Hold	4,000	–	–	0.14%	87
2024 Q2	$365K	Hold	4,000	–	–	0.14%	84
2024 Q1	$368K	Hold	4,000	–	–	0.15%	75
2023 Q4	$358K	Hold	4,000	–	–	0.15%	76
2023 Q3	$322K	Hold	4,000	–	–	0.15%	74
2023 Q2	$340K	Hold	4,000	–	–	0.16%	71
2023 Q1	$299K	Hold	4,000	–	–	0.14%	73
2022 Q4	$258K	Hold	4,000	–	–	0.13%	84
2022 Q3	$285K	Hold	4,000	–	–	0.14%	69
2022 Q2	$275K	Hold	4,000	–	–	0.13%	71
2022 Q1	$370K	Hold	4,000	–	–	0.15%	68
2021 Q4	$409K	Hold	4,000	–	–	0.13%	69
2021 Q3	$359K	Buy	+4,000	New	+$363K	0.12%	63

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

Strategic Family Wealth Counselors's XLY Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 4,094 shares worth $480K. The position accounts for 0.11% of the portfolio, ranked #106.

Strategic Family Wealth Counselors first reported a position in XLY in Q3 2021 and has held it in 20 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Strategic Family Wealth Counselors held 4,094 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $480K as of Q2 2026.
Strategic Family Wealth Counselors 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 0.11% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #106 holding.
Strategic Family Wealth Counselors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.