Brown, Lisle/Cummings’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Brown, Lisle/Cummings’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	$83.5K	Hold	712	–	–	0.02%	322
2026 Q1	$77.6K	Hold	712	–	–	0.02%	307
2025 Q4	$85K	Hold	712	–	–	0.02%	298
2025 Q3	$85.3K	Hold	712	–	–	0.02%	296
2025 Q2	$77.4K	Sell	712 -86	-11%	-$8.79K	0.02%	295
2025 Q1	$78.8K	Hold	798	–	–	0.02%	292
2024 Q4	$89.5K	Hold	798	–	–	0.03%	277
2024 Q3	$79.9K	Sell	798 -86	-10%	-$8.04K	0.02%	283
2024 Q2	$80.6K	Hold	884	–	–	0.03%	272
2024 Q1	$81.3K	Hold	884	–	–	0.03%	256
2023 Q4	$79K	Hold	884	–	–	0.03%	254
2023 Q3	$71.2K	Hold	884	–	–	0.03%	248
2023 Q2	$75.1K	Hold	884	–	–	0.03%	248
2023 Q1	$66.1K	Hold	884	–	–	0.03%	252
2022 Q4	$57.1K	Hold	884	–	–	0.03%	251
2022 Q3	$63K	Hold	884	–	–	0.04%	238
2022 Q2	$60.8K	Hold	884	–	–	0.03%	240
2022 Q1	$81.8K	Hold	884	–	–	0.04%	225
2021 Q4	$90.4K	Buy	+884	New	+$88K	0.05%	219

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

Brown, Lisle/Cummings's XLY Position: Q2 2026 in Review

Brown, Lisle/Cummings held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 712 shares worth $83.5K. The position accounts for 0.02% of the portfolio, ranked #322.

Brown, Lisle/Cummings first reported a position in XLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $90.4K in Q4 2021. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Brown, Lisle/Cummings held 712 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $83.5K as of Q2 2026.
Brown, Lisle/Cummings 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 0.02% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #322 holding.
Brown, Lisle/Cummings first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Brown, Lisle/Cummings's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $90.4K in Q4 2021.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.