Duncker Streett & Co’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Duncker Streett & Co’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	$622K	Buy	5,307 +1,619	+44%	+$189K	0.11%	147
2026 Q1	$402K	Buy	3,688 +2,632	+249%	+$308K	0.08%	185
2025 Q4	$126K	Hold	1,056	–	–	0.02%	260
2025 Q3	$127K	Sell	1,056 -60	-5%	-$6.87K	0.02%	264
2025 Q2	$121K	Buy	1,116 +42	+4%	+$4.29K	0.02%	265
2025 Q1	$106K	Buy	1,074 +74	+7%	+$8.03K	0.02%	267
2024 Q4	$112K	Buy	1,000 +80	+9%	+$8.56K	0.02%	260
2024 Q3	$92.2K	Hold	920	–	–	0.02%	283
2024 Q2	$83.9K	Hold	920	–	–	0.02%	282
2024 Q1	$84.6K	Hold	920	–	–	0.02%	281
2023 Q4	$82.3K	Hold	920	–	–	0.02%	281
2023 Q3	$74.1K	Hold	920	–	–	0.02%	280
2023 Q2	$78.1K	Hold	920	–	–	0.02%	276
2023 Q1	$68.8K	Hold	920	–	–	0.02%	273
2022 Q4	$59.4K	Hold	920	–	–	0.01%	288
2022 Q3	$66K	Sell	920 -80	-8%	-$6.26K	0.02%	283
2022 Q2	$69K	Sell	1,000 -120	-11%	-$9.46K	0.02%	288
2022 Q1	$104K	Hold	1,120	–	–	0.02%	272
2021 Q4	$114K	Hold	1,120	–	–	0.02%	285
2021 Q3	$100K	Hold	1,120	–	–	0.02%	290
2021 Q2	$100K	Hold	1,120	–	–	0.02%	286
2021 Q1	$94K	Buy	1,120 +60	+6%	+$4.99K	0.02%	287
2020 Q4	$85K	Buy	1,060 +130	+14%	+$10K	0.02%	296
2020 Q3	$68K	Sell	930 -600	-39%	-$42.5K	0.01%	302
2020 Q2	$98K	Hold	1,530	–	–	0.02%	271
2020 Q1	$75K	Hold	1,530	–	–	0.02%	301
2019 Q4	$96K	Buy	+1,530	New	+$93.1K	0.02%	310
2019 Q3	–	Sell	-1,380	Closed	-$82K	–	523
2019 Q2	$82K	Hold	1,380	–	–	0.02%	325
2019 Q1	$79K	Hold	1,380	–	–	0.02%	328
2018 Q4	$68K	Hold	1,380	–	–	0.02%	325
2018 Q3	$81K	Buy	1,380 +380	+38%	+$21.6K	0.02%	336
2018 Q2	$55K	Hold	1,000	–	–	0.01%	378
2018 Q1	$51K	Buy	+1,000	New	+$52.1K	0.01%	381

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

Duncker Streett & Co's XLY Position: Q2 2026 in Review

Duncker Streett & Co increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 44% in Q2 2026, buying an estimated $189K and bringing the position to 5,307 shares worth $622K. The position accounts for 0.11% of the portfolio, ranked #147.

Duncker Streett & Co first reported a position in XLY in Q1 2018 and has held it in 33 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Duncker Streett & Co held 5,307 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $622K as of Q2 2026.
Duncker Streett & Co bought 1,619 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $189K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of Duncker Streett & Co's portfolio in Q2 2026, its #147 holding.
Duncker Streett & Co first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Duncker Streett & Co's 13F filing for Q2 2026, filed 28 Jul 2026.