V2 Financial group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

V2 Financial 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 Q1	$1M	Hold	9,200	–	–	0.47%	33
2025 Q4	$1.1M	Buy	9,200 +100	+1%	+$11.9K	0.54%	28
2025 Q3	$1.09M	Hold	9,100	–	–	0.6%	23
2025 Q2	$989K	Buy	9,100 +300	+3%	+$30.7K	0.6%	24
2025 Q1	$869K	Buy	8,800 +400	+5%	+$43.4K	0.56%	27
2024 Q4	$942K	Buy	8,400 +200	+2%	+$21.4K	0.57%	29
2024 Q3	$822K	Buy	8,200 +200	+3%	+$18.7K	0.53%	31
2024 Q2	$743K	Hold	8,000	–	–	0.5%	33
2024 Q1	$736K	Buy	8,000 +200	+3%	+$17.8K	0.5%	31
2023 Q4	$697K	Buy	7,800 +200	+3%	+$16.6K	0.49%	31
2023 Q3	$612K	Hold	7,600	–	–	0.46%	31
2023 Q2	$645K	Hold	7,600	–	–	0.46%	31
2023 Q1	$568K	Hold	7,600	–	–	0.41%	34
2022 Q4	$491K	Hold	7,600	–	–	0.39%	36
2022 Q3	$541K	Buy	7,600 +800	+12%	+$62.6K	0.47%	29
2022 Q2	$467K	Buy	6,800 +500	+8%	+$39.4K	0.38%	37
2022 Q1	$583K	Hold	6,300	–	–	0.44%	39
2021 Q4	$644K	Hold	6,300	–	–	0.5%	40
2021 Q3	$565K	Hold	6,300	–	–	0.49%	36
2021 Q2	$562K	Hold	6,300	–	–	0.48%	36
2021 Q1	$529K	Hold	6,300	–	–	0.48%	34
2020 Q4	$506K	Buy	+6,300	New	+$486K	0.51%	33

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

V2 Financial group's XLY Position: Q1 2026 in Review

V2 Financial group held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 9,200 shares worth $1M. The position accounts for 0.47% of the portfolio, ranked #33.

V2 Financial group first reported a position in XLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.1M in Q4 2025. 1,283 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

V2 Financial group held 9,200 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1M as of Q1 2026.
V2 Financial group left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.47% of V2 Financial group's portfolio in Q1 2026, its #33 holding.
V2 Financial group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
V2 Financial group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.1M in Q4 2025.
1,283 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.