Bellevue Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bellevue Asset Management’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	$32.4K	Hold	276	–	–	0.01%	219
2026 Q1	$30.1K	Hold	276	–	–	0.02%	213
2025 Q4	$33K	Hold	276	–	–	0.01%	198
2025 Q3	$33.1K	Hold	276	–	–	0.02%	195
2025 Q2	$30K	Hold	276	–	–	0.01%	203
2025 Q1	$27.2K	Hold	276	–	–	0.01%	204
2024 Q4	$31K	Hold	276	–	–	0.02%	201
2024 Q3	$27.7K	Hold	276	–	–	0.01%	205
2024 Q2	$25.2K	Hold	276	–	–	0.01%	206
2024 Q1	$25.4K	Hold	276	–	–	0.01%	206
2023 Q4	$24.7K	Hold	276	–	–	0.02%	210
2023 Q3	$22.2K	Hold	276	–	–	0.01%	212
2023 Q2	$23.4K	Hold	276	–	–	0.01%	213
2023 Q1	$20.6K	Hold	276	–	–	0.01%	224
2022 Q4	$17.7K	Hold	276	–	–	0.01%	239
2022 Q3	$20K	Hold	276	–	–	0.02%	240
2022 Q2	$19K	Hold	276	–	–	0.01%	248
2022 Q1	$26K	Hold	276	–	–	0.02%	241
2021 Q4	$28K	Hold	276	–	–	0.02%	241
2021 Q3	$25K	Hold	276	–	–	0.02%	257
2021 Q2	$25K	Hold	276	–	–	0.02%	267
2021 Q1	$23K	Hold	276	–	–	0.01%	278
2020 Q4	$24K	Hold	276	–	–	0.01%	261
2020 Q3	$20K	Hold	276	–	–	0.01%	258
2020 Q2	$18K	Hold	276	–	–	0.02%	278
2020 Q1	$16K	Hold	276	–	–	0.02%	292
2019 Q4	$17K	Buy	+276	New	+$16.8K	0.01%	269

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

Bellevue Asset Management's XLY Position: Q2 2026 in Review

Bellevue Asset Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 276 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #219.

Bellevue Asset Management first reported a position in XLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $33.1K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Bellevue Asset Management held 276 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $32.4K as of Q2 2026.
Bellevue Asset Management 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 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #219 holding.
Bellevue Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $33.1K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.