Factory Mutual Insurance’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Factory Mutual Insurance’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	$66.6M	Hold	568,000	–	–	0.63%	37
2026 Q1	$61.9M	Hold	568,000	–	–	0.7%	36
2025 Q4	$67.8M	Hold	568,000	–	–	0.69%	36
2025 Q3	$68.1M	Hold	568,000	–	–	0.66%	34
2025 Q2	$61.7M	Hold	568,000	–	–	0.67%	35
2025 Q1	$56.1M	Hold	568,000	–	–	0.65%	35
2024 Q4	$63.7M	Hold	568,000	–	–	0.69%	32
2024 Q3	$56.9M	Hold	568,000	–	–	0.59%	41
2024 Q2	$51.8M	Sell	568,000 -282,126	-33%	-$25.1M	0.59%	43
2024 Q1	$78.2M	Sell	850,126 -286,000	-25%	-$25.5M	0.9%	27
2023 Q4	$102M	Buy	1,136,126 +586,000	+107%	+$48.5M	1.26%	18
2023 Q3	$44.3M	Hold	550,126	–	–	0.62%	43
2023 Q2	$46.7M	Hold	550,126	–	–	0.69%	41
2023 Q1	$41.1M	Hold	550,126	–	–	0.64%	45
2022 Q4	$35.5M	Hold	550,126	–	–	0.54%	62
2022 Q3	$39.2M	Hold	550,126	–	–	0.64%	54
2022 Q2	$37.8M	Hold	550,126	–	–	0.62%	59
2022 Q1	$50.9M	Hold	550,126	–	–	0.69%	48
2021 Q4	$47.9M	Buy	550,126 +100,000	+22%	+$9.96M	0.69%	51
2021 Q3	$40.4M	Buy	450,126 +166,128	+58%	+$15.1M	0.5%	72
2021 Q2	$25.4M	Buy	+283,998	New	+$24.7M	0.31%	99

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Factory Mutual Insurance's XLY Position: Q2 2026 in Review

Factory Mutual Insurance held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 568,000 shares worth $66.6M. The position accounts for 0.63% of the portfolio, ranked #37.

Factory Mutual Insurance first reported a position in XLY in Q2 2021 and has held it in 21 quarters since. The position peaked at $102M in Q4 2023. 860 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Factory Mutual Insurance held 568,000 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $66.6M as of Q2 2026.
Factory Mutual Insurance 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 0.63% of Factory Mutual Insurance's portfolio in Q2 2026, its #37 holding.
Factory Mutual Insurance first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Factory Mutual Insurance's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $102M in Q4 2023.
860 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Factory Mutual Insurance's 13F filing for Q2 2026, filed 21 Jul 2026.