Vickerman Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Vickerman Investment Advisors’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	$11.3M	Sell	96,398 -6,494	-6%	-$758K	2.19%	10
2026 Q1	$11.2M	Sell	102,892 -7,184	-7%	-$840K	2.36%	10
2025 Q4	$13.1M	Buy	110,076 +18,478	+20%	+$2.19M	2.63%	9
2025 Q3	$11M	Buy	91,598 +1,372	+2%	+$157K	2.22%	11
2025 Q2	$9.8M	Buy	90,226 +4,492	+5%	+$459K	2.11%	11
2025 Q1	$8.46M	Buy	85,734 +7,900	+10%	+$857K	1.92%	14
2024 Q4	$8.73M	Sell	77,834 -1,282	-2%	-$137K	2.37%	10
2024 Q3	$7.93M	Buy	79,116 +894	+1%	+$83.6K	2.33%	11
2024 Q2	$7.13M	Sell	78,222 -962	-1%	-$85.5K	2.29%	11
2024 Q1	$7.28M	Buy	79,184 +536	+0.7%	+$47.7K	2.35%	10
2023 Q4	$7.03M	Sell	78,648 -4,886	-6%	-$405K	2.4%	10
2023 Q3	$6.72M	Sell	83,534 -1,886	-2%	-$159K	2.75%	9
2023 Q2	$7.25M	Sell	85,420 -8,666	-9%	-$664K	2.83%	7
2023 Q1	$7.03M	Buy	94,086 +8,398	+10%	+$602K	2.78%	7
2022 Q4	$5.53M	Buy	85,688 +6,678	+8%	+$466K	2.51%	9
2022 Q3	$5.63M	Buy	79,010 +4,334	+6%	+$339K	2.72%	6
2022 Q2	$5.13M	Buy	74,676 +4,468	+6%	+$352K	2.43%	9
2022 Q1	$5.55M	Buy	70,208 +5,060	+8%	+$463K	2.46%	11
2021 Q4	$6.66M	Sell	65,148 -7,224	-10%	-$720K	2.69%	12
2021 Q3	$6.49M	Buy	+72,372	New	+$6.57M	2.6%	12

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

Vickerman Investment Advisors's XLY Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6.3% in Q2 2026, selling an estimated $758K and leaving 96,398 shares worth $11.3M. The position accounts for 2.19% of the portfolio, ranked #10.

Vickerman Investment Advisors first reported a position in XLY in Q3 2021 and has held it in 20 quarters since. The position peaked at $13.1M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Vickerman Investment Advisors held 96,398 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $11.3M as of Q2 2026.
Vickerman Investment Advisors sold 6,494 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $758K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 2.19% of Vickerman Investment Advisors's portfolio in Q2 2026, its #10 holding.
Vickerman Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Vickerman Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $13.1M in Q4 2025.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.