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

Cresset 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	$1.86M	Sell	15,889 -4,052	-20%	-$473K	0.01%	689
2026 Q1	$2.17M	Buy	19,941 +1,173	+6%	+$137K	0.01%	539
2025 Q4	$2.24M	Buy	18,768 +712	+4%	+$84.4K	0.01%	533
2025 Q3	$2.16M	Buy	18,056 +224	+1%	+$25.6K	0.01%	502
2025 Q2	$1.94M	Sell	17,832 -94	-0.5%	-$9.61K	0.01%	504
2025 Q1	$1.77M	Sell	17,926 -8,178	-31%	-$887K	0.01%	574
2024 Q4	$2.93M	Sell	26,104 -23,952	-48%	-$2.56M	0.01%	452
2024 Q3	$5.01M	Sell	50,056 -10,954	-18%	-$1.02M	0.02%	456
2024 Q2	$5.56M	Sell	61,010 -5,966	-9%	-$530K	0.02%	404
2024 Q1	$6.16M	Buy	66,976 +17,056	+34%	+$1.52M	0.03%	345
2023 Q4	$4.46M	Sell	49,920 -90	-0.2%	-$7.45K	0.03%	371
2023 Q3	$4.03M	Buy	50,010 +1,854	+4%	+$157K	0.02%	379
2023 Q2	$4.09M	Buy	48,156 +15,958	+50%	+$1.22M	0.01%	467
2023 Q1	$2.41M	Buy	32,198 +982	+3%	+$70.4K	0.05%	208
2022 Q4	$1.39M	Buy	31,216 +8,790	+39%	+$613K	0.02%	249
2022 Q3	$1.6M	Buy	22,426 +908	+4%	+$71K	0.02%	248
2022 Q2	$1.48M	Buy	21,518 +8,050	+60%	+$634K	0.02%	280
2022 Q1	$1.25M	Sell	13,468 -1,894	-12%	-$173K	0.01%	348
2021 Q4	$1.57M	Buy	15,362 +2,754	+22%	+$274K	0.02%	339
2021 Q3	$1.13M	Buy	12,608 +1,414	+13%	+$128K	0.02%	359
2021 Q2	$999K	Sell	11,194 -234	-2%	-$20.4K	0.01%	357
2021 Q1	$961K	Sell	11,428 -634	-5%	-$52.7K	0.02%	312
2020 Q4	$970K	Buy	12,062 +1,342	+13%	+$103K	0.02%	252
2020 Q3	$788K	Sell	10,720 -2,200	-17%	-$156K	0.01%	268
2020 Q2	$825K	Sell	12,920 -848	-6%	-$50K	0.02%	242
2020 Q1	$675K	Buy	13,768 +5,510	+67%	+$325K	0.02%	239
2019 Q4	$518K	Sell	8,258 -1,412	-15%	-$85.9K	0.01%	299
2019 Q3	$584K	Buy	9,670 +2,224	+30%	+$134K	0.02%	242
2019 Q2	$444K	Buy	7,446 +544	+8%	+$31.8K	0.01%	264
2019 Q1	$393K	Buy	6,902 +460	+7%	+$24.9K	0.02%	220
2018 Q4	$319K	Buy	+6,442	New	+$341K	0.02%	162

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

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

Cresset Asset Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 20% in Q2 2026, selling an estimated $473K and leaving 15,889 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #689.

Cresset Asset Management first reported a position in XLY in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.16M in Q1 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Cresset Asset Management held 15,889 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.86M as of Q2 2026.
Cresset Asset Management sold 4,052 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $473K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #689 holding.
Cresset Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Cresset Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.16M in Q1 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.