Brinker Capital Investments’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Brinker Capital Investments’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	$470K	Sell	4,011 -5,359	-57%	-$626K	﹤0.01%	1496
2026 Q1	$1.02M	Sell	9,370 -7,173	-43%	-$838K	0.01%	1105
2025 Q4	$1.98M	Buy	16,543 +2,377	+17%	+$282K	0.01%	853
2025 Q3	$1.7M	Buy	14,166 +402	+3%	+$46K	0.01%	926
2025 Q2	$1.5M	Buy	13,764 +1,416	+11%	+$145K	0.01%	952
2025 Q1	$1.22M	Sell	12,348 -1,150	-9%	-$125K	0.01%	972
2024 Q4	$1.51M	Buy	13,498 +532	+4%	+$56.9K	0.02%	828
2024 Q3	$1.3M	Sell	12,966 -6,064	-32%	-$567K	0.01%	909
2024 Q2	$1.74M	Sell	19,030 -1,038	-5%	-$92.2K	0.02%	713
2024 Q1	$1.85M	Buy	20,068 +4,900	+32%	+$436K	0.02%	692
2023 Q4	$1.33M	Sell	15,168 -8,372	-36%	-$693K	0.02%	817
2023 Q3	$1.89M	Buy	23,540 +680	+3%	+$57.5K	0.02%	637
2023 Q2	$1.94M	Buy	22,860 +1,496	+7%	+$115K	0.02%	667
2023 Q1	$1.6M	Buy	21,364 +13,478	+171%	+$966K	0.02%	684
2022 Q4	$509K	Hold	7,886	–	–	0.01%	970
2022 Q3	$562K	Sell	7,886 -122	-2%	-$9.54K	0.01%	906
2022 Q2	$550K	Sell	8,008 -108	-1%	-$8.51K	0.01%	949
2022 Q1	$751K	Buy	8,116 +542	+7%	+$49.6K	0.01%	899
2021 Q4	$774K	Buy	+7,574	New	+$754K	0.01%	915
2019 Q3	–	Sell	-13,048	Closed	-$778K	–	971
2019 Q2	$778K	Buy	13,048 +9,652	+284%	+$565K	0.02%	279
2019 Q1	$193K	Buy	+3,396	New	+$184K	0.01%	347
2017 Q1	–	Sell	-138	Closed	-$6K	–	515
2016 Q4	$6K	Buy	+138	New	+$5.57K	﹤0.01%	426
2015 Q1	–	Sell	-88,000	Closed	-$3.17M	–	477
2014 Q4	$3.17M	Buy	+88,000	New	+$3.02M	0.12%	127

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

Brinker Capital Investments's XLY Position: Q2 2026 in Review

Brinker Capital Investments reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 57% in Q2 2026, selling an estimated $626K and leaving 4,011 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Brinker Capital Investments first reported a position in XLY in Q4 2014 and has held it in 23 quarters since. The position peaked at $3.17M in Q4 2014. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Brinker Capital Investments held 4,011 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $470K as of Q2 2026.
Brinker Capital Investments sold 5,359 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $626K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1496 holding.
Brinker Capital Investments first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and has held it in 23 quarters since.
Brinker Capital Investments's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.17M in Q4 2014.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.