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

ELCO 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	$252K	Hold	2,150	–	–	0.11%	142
2026 Q1	$234K	Sell	2,150 -1,000	-32%	-$117K	0.11%	147
2025 Q4	$376K	Sell	3,150 -1,000	-24%	-$119K	0.24%	94
2025 Q3	$497K	Buy	+4,150	New	+$475K	0.26%	78
2025 Q1	–	Sell	-4,590	Closed	-$515K	–	166
2024 Q4	$515K	Buy	4,590 +850	+23%	+$90.9K	0.27%	77
2024 Q3	$375K	Hold	3,740	–	–	0.2%	104
2024 Q2	$341K	Buy	3,740 +200	+6%	+$17.8K	0.2%	105
2024 Q1	$325K	Buy	+3,540	New	+$315K	0.2%	105

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

ELCO Management's XLY Position: Q2 2026 in Review

ELCO Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,150 shares worth $252K. The position accounts for 0.11% of the portfolio, ranked #142.

ELCO Management first reported a position in XLY in Q1 2024 and has held it in 8 quarters since. The position peaked at $515K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

ELCO Management held 2,150 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $252K as of Q2 2026.
ELCO 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 0.11% of ELCO Management's portfolio in Q2 2026, its #142 holding.
ELCO Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
ELCO Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $515K in Q4 2024.
1,311 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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