Bank of Montreal’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bank of Montreal’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
2025 Q4	–	Sell	-30,000	Closed	-$3.59M	–	3870
2025 Q3	$3.59M	Buy	+30,000	New	+$3.43M	﹤0.01%	1440
2024 Q1	–	Sell	-600	Closed	-$54.3K	–	4395
2023 Q4	$54.3K	Hold	600	–	–	﹤0.01%	3539
2023 Q3	$51.8K	Hold	600	–	–	﹤0.01%	3424
2023 Q2	$51K	Hold	600	–	–	﹤0.01%	3597
2023 Q1	$44.9K	Buy	+600	New	+$43K	﹤0.01%	3389
2021 Q2	–	Sell	-700,000	Closed	-$61M	–	4981
2021 Q1	$61M	Buy	700,000 +366,000	+110%	+$30.4M	0.04%	365
2020 Q4	$27.7M	Buy	334,000 +324,000	+3,240%	+$25M	0.02%	586
2020 Q3	$737K	Sell	10,000 -584,000	-98%	-$41.3M	﹤0.01%	2130
2020 Q2	$39.1M	Buy	+594,000	New	+$35M	0.04%	386
2020 Q1	–	Sell	-1,300,000	Closed	-$81.5M	–	4794
2019 Q4	$81.5M	Sell	1,300,000 -100,000	-7%	-$6.08M	0.06%	290
2019 Q3	$84.5M	Buy	+1,400,000	New	+$84.4M	0.07%	234

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

Bank of Montreal's XLY Position: Q2 2026 in Review

Bank of Montreal increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.2% in Q2 2026, buying an estimated $542K and bringing the position to 219,157 shares worth $25.7M. The position accounts for 0.01% of the portfolio, ranked #815.

Bank of Montreal first reported a position in XLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $110M in Q4 2023. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Bank of Montreal held 219,157 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $25.7M as of Q2 2026.
Bank of Montreal bought 4,647 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $542K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #815 holding.
Bank of Montreal first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $110M in Q4 2023.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.