Valmark Advisers’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Valmark Advisers’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	$1.71M	Buy	14,587 +27	+0.2%	+$3.15K	0.02%	289
2026 Q1	$1.59M	Sell	14,560 -218	-1%	-$25.5K	0.02%	279
2025 Q4	$1.76M	Sell	14,778 -410	-3%	-$48.6K	0.02%	262
2025 Q3	$1.82M	Sell	15,188 -20	-0.1%	-$2.29K	0.02%	243
2025 Q2	$1.65M	Sell	15,208 -876	-5%	-$89.6K	0.02%	253
2025 Q1	$1.59M	Sell	16,084 -240	-1%	-$26K	0.02%	240
2024 Q4	$1.83M	Sell	16,324 -1,596	-9%	-$171K	0.03%	219
2024 Q3	$1.8M	Sell	17,920 -658	-4%	-$61.5K	0.03%	212
2024 Q2	$1.69M	Buy	18,578 +664	+4%	+$59K	0.03%	202
2024 Q1	$1.65M	Sell	17,914 -420	-2%	-$37.4K	0.03%	194
2023 Q4	$1.64M	Sell	18,334 -290	-2%	-$24K	0.03%	189
2023 Q3	$1.5M	Sell	18,624 -58	-0.3%	-$4.9K	0.03%	176
2023 Q2	$1.59M	Buy	18,682 +860	+5%	+$65.8K	0.03%	175
2023 Q1	$1.33M	Buy	17,822 +666	+4%	+$47.7K	0.03%	190
2022 Q4	$1.11M	Buy	17,156 +1,102	+7%	+$76.8K	0.03%	200
2022 Q3	$1.14M	Buy	16,054 +76	+0.5%	+$5.95K	0.02%	172
2022 Q2	$1.1M	Sell	15,978 -120	-0.7%	-$9.46K	0.02%	180
2022 Q1	$1.49M	Buy	16,098 +1,886	+13%	+$173K	0.03%	162
2021 Q4	$1.45M	Buy	14,212 +958	+7%	+$95.4K	0.03%	153
2021 Q3	$1.19M	Buy	13,254 +1,646	+14%	+$150K	0.02%	165
2021 Q2	$1.04M	Buy	11,608 +40	+0.3%	+$3.48K	0.02%	184
2021 Q1	$972K	Buy	11,568 +2,346	+25%	+$195K	0.02%	186
2020 Q4	$741K	Buy	9,222 +2,014	+28%	+$155K	0.02%	209
2020 Q3	$530K	Buy	7,208 +1,104	+18%	+$78.1K	0.01%	178
2020 Q2	$390K	Buy	+6,104	New	+$360K	0.01%	189
2020 Q1	–	Sell	-3,816	Closed	-$239K	–	253
2019 Q4	$239K	Sell	3,816 -5,510	-59%	-$335K	0.01%	218
2019 Q3	$563K	Buy	9,326 +1,106	+13%	+$66.7K	0.01%	145
2019 Q2	$490K	Buy	8,220 +4,678	+132%	+$274K	0.01%	144
2019 Q1	$202K	Buy	+3,542	New	+$192K	﹤0.01%	217

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

Valmark Advisers's XLY Position: Q2 2026 in Review

Valmark Advisers increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.19% in Q2 2026, buying an estimated $3.15K and bringing the position to 14,587 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #289.

Valmark Advisers first reported a position in XLY in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.83M in Q4 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Valmark Advisers held 14,587 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.71M as of Q2 2026.
Valmark Advisers bought 27 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $3.15K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #289 holding.
Valmark Advisers first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
Valmark Advisers's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.83M in Q4 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.