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

Brand Asset Management Group’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	$202K	Buy	+1,720	New	+$201K	0.04%	221
2026 Q1	–	Sell	-1,720	Closed	-$205K	–	213
2025 Q4	$205K	Hold	1,720	–	–	0.06%	167
2025 Q3	$206K	Buy	+1,720	New	+$197K	0.06%	161
2021 Q2	–	Sell	-1,720	Closed	-$145K	–	276
2021 Q1	$145K	Hold	1,720	–	–	0.07%	81
2020 Q4	$138K	Hold	1,720	–	–	0.08%	77
2020 Q3	$126K	Hold	1,720	–	–	0.08%	80
2020 Q2	$110K	Hold	1,720	–	–	0.07%	78
2020 Q1	$84K	Hold	1,720	–	–	0.06%	80
2019 Q4	$108K	Hold	1,720	–	–	0.07%	92
2019 Q3	$104K	Hold	1,720	–	–	0.07%	94
2019 Q2	$103K	Hold	1,720	–	–	0.07%	91
2019 Q1	$98K	Hold	1,720	–	–	0.07%	88
2018 Q4	$85K	Hold	1,720	–	–	0.07%	86
2018 Q3	$101K	Hold	1,720	–	–	0.07%	84
2018 Q2	$94K	Buy	+1,720	New	+$90.9K	0.07%	87

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

Brand Asset Management Group's XLY Position: Q2 2026 in Review

Brand Asset Management Group opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,720 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #221 among its holdings. This is a return to the name: Brand Asset Management Group previously reported a position in XLY as recently as Q4 2025.

Brand Asset Management Group first reported a position in XLY in Q2 2018 and has held it in 15 quarters since. The position peaked at $206K in Q3 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Brand Asset Management Group held 1,720 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $202K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Brand Asset Management Group position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Brand Asset Management Group's portfolio in Q2 2026, its #221 holding.
Brand Asset Management Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and has held it in 15 quarters since.
Brand Asset Management Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $206K in Q3 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.