Councilmark Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Councilmark Asset Management’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	$633K	Hold	5,400	–	–	0.34%	47
2026 Q1	$588K	Hold	5,400	–	–	0.34%	50
2025 Q4	$645K	Hold	5,400	–	–	0.36%	49
2025 Q3	$647K	Hold	5,400	–	–	0.37%	50
2025 Q2	$587K	Hold	5,400	–	–	0.37%	52
2025 Q1	$533K	Hold	5,400	–	–	0.36%	55
2024 Q4	$606K	Hold	5,400	–	–	0.41%	48
2024 Q3	$541K	Hold	5,400	–	–	0.36%	54
2024 Q2	$492K	Hold	5,400	–	–	0.35%	56
2024 Q1	$497K	Buy	+5,400	New	+$481K	0.36%	56

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

Councilmark Asset Management's XLY Position: Q2 2026 in Review

Councilmark Asset Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 5,400 shares worth $633K. The position accounts for 0.34% of the portfolio, ranked #47.

Councilmark Asset Management first reported a position in XLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $647K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Councilmark Asset Management held 5,400 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $633K as of Q2 2026.
Councilmark Asset Management 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 0.34% of Councilmark Asset Management's portfolio in Q2 2026, its #47 holding.
Councilmark Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Councilmark Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $647K in Q3 2025.
1,311 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Councilmark Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.