First Wilshire Securities Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

First Wilshire Securities 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	$1.36M	Hold	11,596	–	–	0.28%	40
2026 Q1	$1.26M	Hold	11,596	–	–	0.28%	40
2025 Q4	$1.38M	Hold	11,596	–	–	0.35%	40
2025 Q3	$1.39M	Hold	11,596	–	–	0.37%	40
2025 Q2	$1.26M	Hold	11,596	–	–	0.34%	40
2025 Q1	$1.14M	Hold	11,596	–	–	0.33%	37
2024 Q4	$1.3M	Hold	11,596	–	–	0.35%	34
2024 Q3	$1.16M	Hold	11,596	–	–	0.33%	33
2024 Q2	$1.06M	Hold	11,596	–	–	0.32%	35
2024 Q1	$1.07M	Hold	11,596	–	–	0.31%	35
2023 Q4	$1.04M	Hold	11,596	–	–	0.34%	37
2023 Q3	$933K	Hold	11,596	–	–	0.32%	38
2023 Q2	$985K	Hold	11,596	–	–	0.34%	38
2023 Q1	$867K	Hold	11,596	–	–	0.3%	37
2022 Q4	$749K	Hold	11,596	–	–	0.26%	36
2022 Q3	$826K	Hold	11,596	–	–	0.33%	36
2022 Q2	$797K	Hold	11,596	–	–	0.3%	35
2022 Q1	$1.07M	Hold	11,596	–	–	0.38%	31
2021 Q4	$1.19M	Hold	11,596	–	–	0.37%	30
2021 Q3	$1.04M	Hold	11,596	–	–	0.34%	31
2021 Q2	$1.03M	Hold	11,596	–	–	0.36%	30
2021 Q1	$974K	Buy	11,596 +5,350	+86%	+$445K	0.36%	30
2020 Q4	$502K	Hold	6,246	–	–	0.2%	45
2020 Q3	$459K	Buy	6,246 +546	+10%	+$38.6K	0.22%	45
2020 Q2	$364K	Hold	5,700	–	–	0.17%	54
2020 Q1	$280K	Hold	5,700	–	–	0.16%	60
2019 Q4	$357K	Buy	+5,700	New	+$347K	0.13%	75

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

First Wilshire Securities Management's XLY Position: Q2 2026 in Review

First Wilshire Securities Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 11,596 shares worth $1.36M. The position accounts for 0.28% of the portfolio, ranked #40.

First Wilshire Securities Management first reported a position in XLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.39M in Q3 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

First Wilshire Securities Management held 11,596 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.36M as of Q2 2026.
First Wilshire Securities 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 0.28% of First Wilshire Securities Management's portfolio in Q2 2026, its #40 holding.
First Wilshire Securities Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
First Wilshire Securities Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.39M in Q3 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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