Virginia Estate & Retirement Planning Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Virginia Estate & Retirement Planning 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	–	Sell	-80	Closed	-$11.7K	–	204
2026 Q1	$11.7K	Buy	+80	New	+$9.35K	0.02%	91

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

Virginia Estate & Retirement Planning Advisors's XLY Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 80 shares — an estimated $11.7K sold.

Virginia Estate & Retirement Planning Advisors first reported a position in XLY in Q1 2026 and held it in 1 quarter. The position peaked at $11.7K in Q1 2026. 1,296 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Virginia Estate & Retirement Planning Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Virginia Estate & Retirement Planning Advisors sold 80 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $11.7K.
Virginia Estate & Retirement Planning Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
Virginia Estate & Retirement Planning Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $11.7K in Q1 2026.
1,296 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.