tru Independence’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

tru Independence’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	$534K	Sell	4,554 -321	-7%	-$37.5K	0.23%	48
2026 Q1	$531K	Sell	4,875 -827	-15%	-$96.7K	0.26%	44
2025 Q4	$681K	Sell	5,702 -34	-0.6%	-$4.03K	0.17%	73
2025 Q3	$687K	Sell	5,736 -300	-5%	-$34.3K	0.18%	75
2025 Q2	$656K	Buy	6,036 +12	+0.2%	+$1.23K	0.19%	73
2025 Q1	$595K	Buy	6,024 +6	+0.1%	+$651	0.18%	72
2024 Q4	$675K	Buy	6,018 +10	+0.2%	+$1.07K	0.21%	67
2024 Q3	$602K	Buy	6,008 +774	+15%	+$72.4K	0.18%	71
2024 Q2	$477K	Sell	5,234 -190	-4%	-$16.9K	0.14%	76
2024 Q1	$499K	Sell	5,424 -176	-3%	-$15.7K	0.15%	77
2023 Q4	$501K	Sell	5,600 -7,922	-59%	-$656K	0.15%	79
2023 Q3	$1.09M	Sell	13,522 -374	-3%	-$31.6K	0.38%	65
2023 Q2	$1.18M	Sell	13,896 -140	-1%	-$10.7K	0.39%	62
2023 Q1	$1.05M	Sell	14,036 -1,380	-9%	-$98.9K	0.34%	64
2022 Q4	$996K	Buy	15,416 +14	+0.1%	+$976	0.32%	63
2022 Q3	$1.1M	Sell	15,402 -858	-5%	-$67.1K	0.39%	62
2022 Q2	$1.12M	Sell	16,260 -1,662	-9%	-$131K	0.36%	63
2022 Q1	$1.66M	Sell	17,922 -1,358	-7%	-$124K	0.45%	59
2021 Q4	$1.97M	Buy	19,280 +282	+1%	+$28.1K	0.54%	58
2021 Q3	$1.71M	Sell	18,998 -1,010	-5%	-$91.7K	0.48%	59
2021 Q2	$1.79M	Sell	20,008 -604	-3%	-$52.6K	0.53%	57
2021 Q1	$1.73M	Sell	20,612 -223,644	-92%	-$18.6M	0.33%	78
2020 Q4	$8.17K	Buy	+244,256	New	+$18.8M	0.01%	263
2020 Q1	–	Sell	-62,478	Closed	-$3.06M	–	946
2019 Q4	$3.06M	Buy	+62,478	New	+$3.8M	0.44%	73

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

tru Independence's XLY Position: Q2 2026 in Review

tru Independence reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6.6% in Q2 2026, selling an estimated $37.5K and leaving 4,554 shares worth $534K. The position accounts for 0.23% of the portfolio, ranked #48.

tru Independence first reported a position in XLY in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.06M in Q4 2019. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

tru Independence held 4,554 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $534K as of Q2 2026.
tru Independence sold 321 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $37.5K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.23% of tru Independence's portfolio in Q2 2026, its #48 holding.
tru Independence first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 24 quarters since.
tru Independence's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.06M in Q4 2019.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.