Tempus Wealth Planning’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Tempus Wealth Planning’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	$610K	Buy	5,203 +15	+0.3%	+$1.75K	0.12%	166
2026 Q1	$565K	Buy	5,188 +1	+0%	+$117	0.13%	166
2025 Q4	$619K	Sell	5,187 -161	-3%	-$19.1K	0.14%	156
2025 Q3	$641K	Buy	5,348 +70	+1%	+$8.01K	0.15%	157
2025 Q2	$573K	Sell	5,278 -280	-5%	-$28.6K	0.14%	156
2025 Q1	$549K	Hold	5,558	–	–	0.16%	140
2024 Q4	$623K	Hold	5,558	–	–	0.19%	122
2024 Q3	$557K	Hold	5,558	–	–	0.2%	115
2024 Q2	$507K	Buy	5,558 +184	+3%	+$16.3K	0.21%	108
2024 Q1	$494K	Buy	5,374 +38	+0.7%	+$3.38K	0.22%	110
2023 Q4	$477K	Sell	5,336 -164	-3%	-$13.6K	0.21%	104
2023 Q3	$443K	Hold	5,500	–	–	0.22%	95
2023 Q2	$467K	Hold	5,500	–	–	0.21%	109
2023 Q1	$411K	Hold	5,500	–	–	0.2%	106
2022 Q4	$355K	Sell	5,500 -172	-3%	-$12K	0.22%	116
2022 Q3	$404K	Sell	5,672 -286	-5%	-$22.4K	0.27%	101
2022 Q2	$410K	Hold	5,958	–	–	0.34%	81
2022 Q1	$551K	Sell	5,958 -3,190	-35%	-$292K	0.39%	74
2021 Q4	$935K	Hold	9,148	–	–	0.5%	58
2021 Q3	$821K	Hold	9,148	–	–	0.46%	64
2021 Q2	$817K	Buy	+9,148	New	+$797K	0.54%	54

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

Tempus Wealth Planning's XLY Position: Q2 2026 in Review

Tempus Wealth Planning increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.29% in Q2 2026, buying an estimated $1.75K and bringing the position to 5,203 shares worth $610K. The position accounts for 0.12% of the portfolio, ranked #166.

Tempus Wealth Planning first reported a position in XLY in Q2 2021 and has held it in 21 quarters since. The position peaked at $935K in Q4 2021. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Tempus Wealth Planning held 5,203 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $610K as of Q2 2026.
Tempus Wealth Planning bought 15 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.75K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.12% of Tempus Wealth Planning's portfolio in Q2 2026, its #166 holding.
Tempus Wealth Planning first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Tempus Wealth Planning's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $935K in Q4 2021.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.