Worthington Financial Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Worthington Financial 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 Q2	$591K	Buy	5,041 +123	+3%	+$14.4K	0.49%	75
2026 Q1	$536K	Sell	4,918 -7	-0.1%	-$818	0.46%	75
2025 Q4	$588K	Buy	+4,925	New	+$584K	0.52%	64

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

Worthington Financial Partners's XLY Position: Q2 2026 in Review

Worthington Financial Partners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.5% in Q2 2026, buying an estimated $14.4K and bringing the position to 5,041 shares worth $591K. The position accounts for 0.49% of the portfolio, ranked #75.

Worthington Financial Partners first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Worthington Financial Partners held 5,041 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $591K as of Q2 2026.
Worthington Financial Partners bought 123 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $14.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.49% of Worthington Financial Partners's portfolio in Q2 2026, its #75 holding.
Worthington Financial Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.