Chicago Partners Investment Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Chicago Partners Investment 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	$283K	Buy	2,600 +14	+0.5%	+$1.63K	0.01%	1272
2026 Q1	$308K	Buy	2,586 +4	+0.2%	+$467	0.01%	1126
2025 Q4	$318K	Sell	2,582 -140	-5%	-$16.6K	0.01%	995
2025 Q3	$328K	Buy	2,722 +18	+0.7%	+$2.06K	0.01%	897
2025 Q2	$306K	Buy	+2,704	New	+$277K	0.01%	823
2017 Q1	–	Sell	-770	Closed	-$31K	–	609
2016 Q4	$31K	Buy	+770	New	+$31.1K	0.01%	341
2016 Q1	–	Sell	-19,664	Closed	-$768K	–	494
2015 Q4	$768K	Buy	+19,664	New	+$780K	0.37%	52

Other funds holding XLY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Chicago Partners Investment Group's XLY Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.54% in Q2 2026, buying an estimated $1.63K and bringing the position to 2,600 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #1272.

Chicago Partners Investment Group first reported a position in XLY in Q4 2015 and has held it in 7 quarters since. The position peaked at $768K in Q4 2015. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Chicago Partners Investment Group held 2,600 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $283K as of Q2 2026.
Chicago Partners Investment Group bought 14 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.63K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1272 holding.
Chicago Partners Investment Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and has held it in 7 quarters since.
Chicago Partners Investment Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $768K in Q4 2015.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.