Venture Visionary Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Venture Visionary Partners’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 Q3	$816K	Buy	7,498 +87	+1%	+$10K	0.02%	385
2026 Q2	$869K	Buy	7,411 +2,370	+47%	+$277K	0.02%	368
2026 Q1	$549K	Buy	5,041 +362	+8%	+$42.3K	0.02%	410
2025 Q4	$559K	Buy	4,679 +651	+16%	+$77.2K	0.02%	411
2025 Q3	$483K	Buy	4,028 +330	+9%	+$37.8K	0.02%	427
2025 Q2	$402K	Buy	3,698 +350	+10%	+$35.8K	0.02%	441
2025 Q1	$331K	Buy	3,348 +380	+13%	+$41.2K	0.01%	453
2024 Q4	$333K	Buy	2,968 +212	+8%	+$22.7K	0.01%	440
2024 Q3	$276K	Buy	2,756 +150	+6%	+$14K	0.01%	469
2024 Q2	$238K	Sell	2,606 -24	-0.9%	-$2.13K	0.01%	497
2024 Q1	$242K	Buy	+2,630	New	+$234K	0.01%	491
2023 Q2	–	Sell	-3,074	Closed	-$230K	–	551
2023 Q1	$230K	Buy	+3,074	New	+$220K	0.01%	452
2022 Q3	–	Sell	-1,964	Closed	-$135K	–	1572
2022 Q2	$135K	Buy	+1,964	New	+$155K	0.01%	536
2022 Q1	–	Sell	-1,984	Closed	-$202K	–	546
2021 Q4	$202K	Buy	+1,984	New	+$198K	0.01%	491

Other funds holding XLY

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Venture Visionary Partners's XLY Position: Q3 2026 in Review

Venture Visionary Partners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.2% in Q3 2026, buying an estimated $10K and bringing the position to 7,498 shares worth $816K. The position accounts for 0.02% of the portfolio, ranked #385.

Venture Visionary Partners first reported a position in XLY in Q4 2021 and has held it in 14 quarters since. The position peaked at $869K in Q2 2026. 71 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Venture Visionary Partners held 7,498 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $816K as of Q3 2026.
Venture Visionary Partners bought 87 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $10K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Venture Visionary Partners's portfolio in Q3 2026, its #385 holding.
Venture Visionary Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
Venture Visionary Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $869K in Q2 2026.
71 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.