Cullen/Frost Bankers’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Cullen/Frost Bankers’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	$1.64M	Buy	14,003 +545	+4%	+$63.6K	0.02%	298
2026 Q1	$1.47M	Sell	13,458 -1,072	-7%	-$125K	0.02%	299
2025 Q4	$1.73M	Sell	14,530 -296	-2%	-$35.1K	0.02%	287
2025 Q3	$1.78M	Buy	14,826 +520	+4%	+$59.5K	0.02%	274
2025 Q2	$1.55M	Buy	14,306 +7,286	+104%	+$745K	0.02%	276
2025 Q1	$693K	Buy	7,020 +2,286	+48%	+$248K	0.01%	358
2024 Q4	$531K	Buy	4,734 +148	+3%	+$15.8K	0.01%	377
2024 Q3	$459K	Buy	4,586 +74	+2%	+$6.92K	0.01%	407
2024 Q2	$411K	Hold	4,512	–	–	0.01%	405
2024 Q1	$415K	Sell	4,512 -82	-2%	-$7.3K	0.01%	390
2023 Q4	$411K	Sell	4,594 -552	-11%	-$45.7K	0.01%	392
2023 Q3	$414K	Buy	5,146 +456	+10%	+$38.6K	0.01%	404
2023 Q2	$398K	Sell	4,690 -2,652	-36%	-$203K	0.01%	414
2023 Q1	$549K	Buy	7,342 +1,956	+36%	+$140K	0.01%	368
2022 Q4	$348K	Sell	5,386 -84	-2%	-$5.86K	0.01%	433
2022 Q3	$390K	Sell	5,470 -440	-7%	-$34.4K	0.01%	417
2022 Q2	$406K	Buy	5,910 +284	+5%	+$22.4K	0.01%	407
2022 Q1	$520K	Sell	5,626 -1,290	-19%	-$118K	0.01%	390
2021 Q4	$707K	Buy	6,916 +1,028	+17%	+$102K	0.01%	350
2021 Q3	$528K	Sell	5,888 -20	-0.3%	-$1.82K	0.01%	386
2021 Q2	$527K	Buy	5,908 +814	+16%	+$70.9K	0.01%	390
2021 Q1	$428K	Sell	5,094 -146	-3%	-$12.1K	0.01%	402
2020 Q4	$421K	Sell	5,240 -20	-0.4%	-$1.54K	0.01%	378
2020 Q3	$387K	Buy	5,260 +618	+13%	+$43.7K	0.01%	370
2020 Q2	$296K	Sell	4,642 -1,552	-25%	-$91.5K	0.01%	390
2020 Q1	$304K	Sell	6,194 -84	-1%	-$4.96K	0.01%	323
2019 Q4	$394K	Sell	6,278 -420	-6%	-$25.6K	0.01%	335
2019 Q3	$404K	Sell	6,698 -172	-3%	-$10.4K	0.01%	331
2019 Q2	$409K	Buy	6,870 +3,988	+138%	+$233K	0.01%	325
2019 Q1	$160K	Buy	+2,882	New	+$156K	﹤0.01%	410
2018 Q4	–	Sell	-4,156	Closed	-$244K	–	413
2018 Q3	$244K	Buy	4,156 +200	+5%	+$11.4K	0.01%	373
2018 Q2	$216K	Sell	3,956 -432	-10%	-$22.8K	0.01%	399
2018 Q1	$222K	Sell	4,388 -84	-2%	-$4.38K	0.01%	396
2017 Q4	$221K	Sell	4,472 -260	-5%	-$12.2K	0.01%	369
2017 Q3	$213K	Buy	+4,732	New	+$213K	0.01%	366
2015 Q2	–	Sell	-8,810	Closed	-$332K	–	396
2015 Q1	$332K	Buy	8,810 +768	+10%	+$28.2K	0.01%	331
2014 Q4	$290K	Sell	8,042 -1,510	-16%	-$51.8K	0.01%	351
2014 Q3	$319K	Buy	9,552 +3,090	+48%	+$104K	0.01%	326
2014 Q2	$216K	Buy	+6,462	New	+$210K	0.01%	367

Other funds holding XLY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

FMI

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

Cullen/Frost Bankers's XLY Position: Q2 2026 in Review

Cullen/Frost Bankers increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4% in Q2 2026, buying an estimated $63.6K and bringing the position to 14,003 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #298.

Cullen/Frost Bankers first reported a position in XLY in Q2 2014 and has held it in 39 quarters since. The position peaked at $1.78M in Q3 2025. 860 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Cullen/Frost Bankers held 14,003 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.64M as of Q2 2026.
Cullen/Frost Bankers bought 545 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $63.6K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Cullen/Frost Bankers's portfolio in Q2 2026, its #298 holding.
Cullen/Frost Bankers first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2014 and has held it in 39 quarters since.
Cullen/Frost Bankers's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.78M in Q3 2025.
860 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.