Coston McIsaac & Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Coston McIsaac & 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	$50K	Hold	428	–	–	0.01%	339
2026 Q1	$46K	Buy	428 +1	+0.2%	+$117	0.01%	336
2025 Q4	$51K	Buy	427 +1	+0.2%	+$119	0.01%	315
2025 Q3	$51K	Buy	426 +2	+0.5%	+$229	0.01%	304
2025 Q2	$46K	Sell	424 -28	-6%	-$2.86K	0.01%	311
2025 Q1	$44K	Buy	452 +2	+0.4%	+$217	0.01%	290
2024 Q4	$50K	Hold	450	–	–	0.01%	276
2024 Q3	$45	Hold	450	–	–	0.01%	298
2024 Q2	$41K	Buy	450 +2	+0.4%	+$178	0.01%	297
2024 Q1	$41K	Hold	448	–	–	0.01%	303
2023 Q4	$40K	Buy	448 +2	+0.4%	+$166	0.01%	294
2023 Q3	$36K	Hold	446	–	–	0.01%	292
2023 Q2	$37K	Hold	446	–	–	0.01%	321
2023 Q1	$33K	Buy	446 +2	+0.5%	+$143	0.01%	337
2022 Q4	$28	Buy	444 +2	+0.5%	+$139	0.01%	367
2022 Q3	$31K	Hold	442	–	–	0.01%	284
2022 Q2	$30K	Buy	+442	New	+$34.8K	0.02%	178

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

Coston McIsaac & Partners's XLY Position: Q2 2026 in Review

Coston McIsaac & Partners held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 428 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #339.

Coston McIsaac & Partners first reported a position in XLY in Q2 2022 and has held it in 17 quarters since. The position peaked at $51K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Coston McIsaac & Partners held 428 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $50K as of Q2 2026.
Coston McIsaac & Partners 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 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #339 holding.
Coston McIsaac & Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $51K in Q4 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.