Frisch Financial Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Frisch Financial Group’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	$412K	Sell	3,515 -471	-12%	-$55K	0.07%	121
2026 Q1	$434K	Buy	3,986 +58	+1%	+$6.78K	0.09%	111
2025 Q4	$469K	Buy	3,928 +122	+3%	+$14.5K	0.11%	94
2025 Q3	$456K	Buy	3,806 +16	+0.4%	+$1.83K	0.11%	96
2025 Q2	$412K	Buy	3,790 +4	+0.1%	+$409	0.1%	97
2025 Q1	$374K	Sell	3,786 -26	-0.7%	-$2.82K	0.1%	87
2024 Q4	$428K	Sell	3,812 -66	-2%	-$7.06K	0.13%	81
2024 Q3	$389K	Buy	3,878 +4	+0.1%	+$374	0.12%	81
2024 Q2	$353K	Sell	3,874 -180	-4%	-$16K	0.11%	89
2024 Q1	$373K	Sell	4,054 -20	-0.5%	-$1.78K	0.12%	81
2023 Q4	$364K	Buy	4,074 +130	+3%	+$10.8K	0.14%	81
2023 Q3	$317K	Sell	3,944 -1,268	-24%	-$107K	0.13%	88
2023 Q2	$443K	Sell	5,212 -1,946	-27%	-$149K	0.21%	67
2023 Q1	$535K	Sell	7,158 -892	-11%	-$64K	0.21%	65
2022 Q4	$520K	Buy	8,050 +18	+0.2%	+$1.25K	0.2%	67
2022 Q3	$572K	Buy	8,032 +12	+0.1%	+$939	0.24%	59
2022 Q2	$551K	Buy	8,020 +14	+0.2%	+$1.1K	0.21%	63
2022 Q1	$741K	Buy	8,006 +8	+0.1%	+$733	0.24%	60
2021 Q4	$811K	Sell	7,998 -734	-8%	-$73.1K	0.25%	58
2021 Q3	$783K	Buy	8,732 +12	+0.1%	+$1.09K	0.26%	56
2021 Q2	$779K	Sell	8,720 -1,094	-11%	-$95.3K	0.25%	57
2021 Q1	$825K	Buy	9,814 +16	+0.2%	+$1.33K	0.28%	53
2020 Q4	$787K	Buy	9,798 +16	+0.2%	+$1.23K	0.29%	44
2020 Q3	$719K	Buy	9,782 +202	+2%	+$14.3K	0.31%	42
2020 Q2	$612K	Sell	9,580 -126	-1%	-$7.43K	0.29%	42
2020 Q1	$476K	Buy	9,706 +42	+0.4%	+$2.48K	0.28%	50
2019 Q4	$606K	Sell	9,664 -2,008	-17%	-$122K	0.29%	52
2019 Q3	$704K	Buy	11,672 +828	+8%	+$49.9K	0.43%	41
2019 Q2	$646K	Sell	10,844 -3,306	-23%	-$193K	0.43%	41
2019 Q1	$805K	Sell	14,150 -8,388	-37%	-$455K	0.49%	38
2018 Q4	$1.12M	Buy	+22,538	New	+$1.19M	0.78%	31

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

Frisch Financial Group's XLY Position: Q2 2026 in Review

Frisch Financial Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 12% in Q2 2026, selling an estimated $55K and leaving 3,515 shares worth $412K. The position accounts for 0.07% of the portfolio, ranked #121.

Frisch Financial Group first reported a position in XLY in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.12M in Q4 2018. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Frisch Financial Group held 3,515 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $412K as of Q2 2026.
Frisch Financial Group sold 471 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $55K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Frisch Financial Group's portfolio in Q2 2026, its #121 holding.
Frisch Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Frisch Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.12M in Q4 2018.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.