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

Family 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	$3.05K	Hold	26	–	–	﹤0.01%	319
2026 Q1	$2.83K	Hold	26	–	–	﹤0.01%	301
2025 Q4	$3.1K	Hold	26	–	–	﹤0.01%	279
2025 Q3	$3.12K	Hold	26	–	–	﹤0.01%	253
2025 Q2	$2.83K	Hold	26	–	–	﹤0.01%	226
2025 Q1	$2.57K	Hold	26	–	–	﹤0.01%	211
2024 Q4	$2.92K	Buy	+26	New	+$2.78K	﹤0.01%	192

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

Family Management's XLY Position: Q2 2026 in Review

Family Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 26 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Family Management first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.12K in Q3 2025. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Family Management held 26 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.05K as of Q2 2026.
Family 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 ﹤0.01% of Family Management's portfolio in Q2 2026, its #319 holding.
Family Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Family Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.12K in Q3 2025.
1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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