Bradley Foster & Sargent’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bradley Foster & Sargent’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	$960K	Sell	8,187 -231	-3%	-$27K	0.01%	314
2026 Q1	$917K	Sell	8,418 -89	-1%	-$10.4K	0.01%	305
2025 Q4	$1.02M	Sell	8,507 -159	-2%	-$18.9K	0.01%	289
2025 Q3	$1.04M	Buy	8,666 +184	+2%	+$21.1K	0.02%	293
2025 Q2	$922K	Sell	8,482 -506	-6%	-$51.7K	0.01%	302
2025 Q1	$887K	Hold	8,988	–	–	0.02%	283
2024 Q4	$1.01M	Sell	8,988 -124	-1%	-$13.3K	0.02%	277
2024 Q3	$913K	Hold	9,112	–	–	0.02%	292
2024 Q2	$831K	Sell	9,112 -172	-2%	-$15.3K	0.02%	289
2024 Q1	$854K	Hold	9,284	–	–	0.02%	288
2023 Q4	$830K	Sell	9,284 -120	-1%	-$9.94K	0.02%	294
2023 Q3	$798K	Hold	9,404	–	–	0.02%	289
2023 Q2	$798K	Sell	9,404 -250	-3%	-$19.1K	0.02%	289
2023 Q1	$722K	Sell	9,654 -396	-4%	-$28.4K	0.02%	283
2022 Q4	$649K	Buy	10,050 +400	+4%	+$27.9K	0.02%	291
2022 Q3	$687K	Hold	9,650	–	–	0.02%	276
2022 Q2	$663K	Sell	9,650 -550	-5%	-$43.3K	0.02%	285
2022 Q1	$943K	Buy	10,200 +6,556	+180%	+$601K	0.02%	268
2021 Q4	$372K	Hold	3,644	–	–	0.01%	363
2021 Q3	$327K	Buy	+3,644	New	+$331K	0.01%	354
2016 Q3	–	Sell	-5,200	Closed	-$203K	–	351
2016 Q2	$203K	Buy	5,200 +100	+2%	+$3.94K	0.01%	323
2016 Q1	$202K	Buy	+5,100	New	+$190K	0.01%	324
2015 Q2	–	Sell	-5,450	Closed	-$205K	–	362
2015 Q1	$205K	Buy	+5,450	New	+$200K	0.01%	344

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

Bradley Foster & Sargent's XLY Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.7% in Q2 2026, selling an estimated $27K and leaving 8,187 shares worth $960K. The position accounts for 0.01% of the portfolio, ranked #314.

Bradley Foster & Sargent first reported a position in XLY in Q1 2015 and has held it in 23 quarters since. The position peaked at $1.04M in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Bradley Foster & Sargent held 8,187 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $960K as of Q2 2026.
Bradley Foster & Sargent sold 231 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $27K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #314 holding.
Bradley Foster & Sargent first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and has held it in 23 quarters since.
Bradley Foster & Sargent's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.04M 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 Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.