RAFFA WEALTH MANAGEMENT, LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$122K	Hold	1,036	–	–	0.02%	117
2026 Q1	$113K	Hold	1,036	–	–	0.02%	107
2025 Q4	$124K	Hold	1,036	–	–	0.02%	110
2025 Q3	$124K	Sell	1,036 -1,006	-49%	-$115K	0.02%	104
2025 Q2	$222K	Sell	2,042 -132	-6%	-$13.5K	0.04%	85
2025 Q1	$215K	Sell	2,174 -104	-5%	-$11.3K	0.05%	78
2024 Q4	$256K	Buy	2,278 +236	+12%	+$25.2K	0.06%	70
2024 Q3	$205K	Hold	2,042	–	–	0.05%	76
2024 Q2	$186K	Hold	2,042	–	–	0.05%	86
2024 Q1	$188K	Hold	2,042	–	–	0.06%	89
2023 Q4	$183K	Hold	2,042	–	–	0.06%	76
2023 Q3	$164K	Hold	2,042	–	–	0.06%	72
2023 Q2	$173K	Hold	2,042	–	–	0.06%	70
2023 Q1	$153K	Hold	2,042	–	–	0.06%	75
2022 Q4	$132K	Hold	2,042	–	–	0.05%	68
2022 Q3	$145K	Hold	2,042	–	–	0.06%	67
2022 Q2	$140K	Hold	2,042	–	–	0.06%	69
2022 Q1	$189K	Hold	2,042	–	–	0.07%	60
2021 Q4	$209K	Buy	+2,042	New	+$203K	0.07%	62
2018 Q4	–	Sell	-14	Closed	-$821	–	766
2018 Q3	$821	Buy	+14	New	+$797	﹤0.01%	698
2016 Q4	–	Sell	-4,068	Closed	-$163K	–	905
2016 Q3	$163K	Buy	+4,068	New	+$164K	0.09%	59

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's XLY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 1,036 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #117.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XLY in Q3 2016 and has held it in 21 quarters since. The position peaked at $256K in Q4 2024. 464 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1,036 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $122K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #117 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2016 and has held it in 21 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $256K in Q4 2024.
464 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.