Cerity Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Cerity Partners’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	$23.4M	Sell	199,906 -21,568	-10%	-$2.52M	0.03%	433
2026 Q1	$24.1M	Sell	221,474 -10,270	-4%	-$1.2M	0.03%	386
2025 Q4	$27.7M	Buy	231,744 +191,684	+478%	+$22.7M	0.04%	337
2025 Q3	$4.8M	Sell	40,060 -682	-2%	-$78K	0.01%	872
2025 Q2	$4.43M	Buy	40,742 +4,576	+13%	+$468K	0.01%	863
2025 Q1	$3.57M	Sell	36,166 -5,134	-12%	-$557K	0.01%	863
2024 Q4	$4.63M	Buy	41,300 +5,278	+15%	+$564K	0.01%	746
2024 Q3	$3.61M	Buy	36,022 +11,274	+46%	+$1.05M	0.01%	846
2024 Q2	$2.26M	Buy	24,748 +5,844	+31%	+$519K	0.01%	860
2024 Q1	$1.74M	Sell	18,904 -1,382	-7%	-$123K	﹤0.01%	1040
2023 Q4	$1.81M	Buy	20,286 +10,890	+116%	+$902K	0.01%	795
2023 Q3	$756K	Sell	9,396 -9,102	-49%	-$770K	﹤0.01%	835
2023 Q2	$1.57M	Buy	18,498 +5,856	+46%	+$448K	0.01%	787
2023 Q1	$944K	Sell	12,642 -2,588	-17%	-$186K	﹤0.01%	1004
2022 Q4	$983K	Buy	15,230 +8,438	+124%	+$588K	0.01%	694
2022 Q3	$484K	Buy	6,792 +430	+7%	+$33.6K	0.01%	725
2022 Q2	$437K	Buy	6,362 +3,546	+126%	+$279K	﹤0.01%	786
2022 Q1	$261K	Sell	2,816 -5,098	-64%	-$467K	﹤0.01%	780
2021 Q4	$809K	Buy	+7,914	New	+$788K	0.01%	474

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

Cerity Partners's XLY Position: Q2 2026 in Review

Cerity Partners reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.7% in Q2 2026, selling an estimated $2.52M and leaving 199,906 shares worth $23.4M. The position accounts for 0.03% of the portfolio, ranked #433.

Cerity Partners first reported a position in XLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.7M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Cerity Partners held 199,906 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $23.4M as of Q2 2026.
Cerity Partners sold 21,568 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $2.52M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #433 holding.
Cerity Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Cerity Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $27.7M in Q4 2025.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.