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

Goelzer Investment 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	$358K	Sell	3,049 -438	-13%	-$51.1K	0.02%	261
2026 Q1	$380K	Buy	3,487 +34	+1%	+$3.97K	0.02%	243
2025 Q4	$412K	Sell	3,453 -439	-11%	-$52.1K	0.02%	226
2025 Q3	$466K	Sell	3,892 -392	-9%	-$44.9K	0.02%	195
2025 Q2	$466K	Sell	4,284 -614	-13%	-$62.8K	0.03%	193
2025 Q1	$484K	Sell	4,898 -6	-0.1%	-$651	0.03%	184
2024 Q4	$550K	Buy	4,904 +6	+0.1%	+$642	0.03%	173
2024 Q3	$491K	Buy	4,898 +286	+6%	+$26.7K	0.03%	178
2024 Q2	$421K	Buy	4,612 +204	+5%	+$18.1K	0.02%	187
2024 Q1	$405K	Buy	4,408 +980	+29%	+$87.3K	0.02%	196
2023 Q4	$306K	Buy	3,428 +2	+0.1%	+$166	0.02%	207
2023 Q3	$276K	Buy	3,426 +266	+8%	+$22.5K	0.02%	205
2023 Q2	$268K	Sell	3,160 -60	-2%	-$4.59K	0.02%	206
2023 Q1	$241K	Sell	3,220 -58	-2%	-$4.16K	0.02%	214
2022 Q4	$212K	Sell	3,278 -790	-19%	-$55.1K	0.02%	234
2022 Q3	$290K	Buy	4,068 +328	+9%	+$25.7K	0.03%	205
2022 Q2	$257K	Buy	3,740 +114	+3%	+$8.98K	0.02%	206
2022 Q1	$335K	Sell	3,626 -204	-5%	-$18.7K	0.03%	194
2021 Q4	$391K	Sell	3,830 -254	-6%	-$25.3K	0.03%	196
2021 Q3	$366K	Buy	4,084 +124	+3%	+$11.3K	0.03%	195
2021 Q2	$354K	Sell	3,960 -154	-4%	-$13.4K	0.03%	199
2021 Q1	$346K	Buy	4,114 +174	+4%	+$14.5K	0.03%	187
2020 Q4	$317K	Buy	3,940 +22	+0.6%	+$1.7K	0.03%	183
2020 Q3	$288K	Sell	3,918 -132	-3%	-$9.34K	0.03%	221
2020 Q2	$259K	Sell	4,050 -310	-7%	-$18.3K	0.02%	217
2020 Q1	$214K	Buy	4,360 +446	+11%	+$26.3K	0.02%	228
2019 Q4	$245K	Hold	3,914	–	–	0.02%	236
2019 Q3	$236K	Sell	3,914 -104	-3%	-$6.27K	0.02%	238
2019 Q2	$239K	Hold	4,018	–	–	0.02%	244
2019 Q1	$229K	Buy	+4,018	New	+$218K	0.02%	254
2018 Q4	–	Sell	-6,590	Closed	-$386K	–	208
2018 Q3	$386K	Buy	6,590 +198	+3%	+$11.3K	0.04%	178
2018 Q2	$349K	Sell	6,392 -448	-7%	-$23.7K	0.04%	182
2018 Q1	$346K	Sell	6,840 -24	-0.3%	-$1.25K	0.04%	178
2017 Q4	$339K	Sell	6,864 -402	-6%	-$18.9K	0.04%	178
2017 Q3	$327K	Sell	7,266 -404	-5%	-$18.2K	0.04%	174
2017 Q2	$344K	Sell	7,670 -846	-10%	-$37.9K	0.04%	171
2017 Q1	$374K	Sell	8,516 -322	-4%	-$13.8K	0.05%	167
2016 Q4	$360K	Sell	8,838 -514	-5%	-$20.8K	0.05%	172
2016 Q3	$374K	Sell	9,352 -586	-6%	-$23.6K	0.05%	173
2016 Q2	$388K	Sell	9,938 -226	-2%	-$8.89K	0.05%	171
2016 Q1	$402K	Buy	10,164 +808	+9%	+$30.1K	0.06%	169
2015 Q4	$366K	Sell	9,356 -702	-7%	-$27.9K	0.05%	174
2015 Q3	$373K	Sell	10,058 -8,522	-46%	-$327K	0.06%	168
2015 Q2	$710K	Buy	18,580 +1,720	+10%	+$65.8K	0.11%	152
2015 Q1	$635K	Sell	16,860 -508	-3%	-$18.7K	0.1%	151
2014 Q4	$627K	Sell	17,368 -4,644	-21%	-$159K	0.09%	152
2014 Q3	$734K	Buy	22,012 +654	+3%	+$22.1K	0.12%	146
2014 Q2	$713K	Sell	21,358 -3,062	-13%	-$99.3K	0.12%	147
2014 Q1	$790K	Sell	24,420 -118	-0.5%	-$3.85K	0.14%	143
2013 Q4	$820K	Sell	24,538 -916	-4%	-$29.1K	0.15%	140
2013 Q3	$772K	Sell	25,454 -28,094	-52%	-$833K	0.16%	135
2013 Q2	$1.51M	Buy	+53,548	New	+$1.48M	0.16%	140

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Goelzer Investment Management's XLY Position: Q2 2026 in Review

Goelzer Investment Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 13% in Q2 2026, selling an estimated $51.1K and leaving 3,049 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #261.

Goelzer Investment Management first reported a position in XLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.51M in Q2 2013. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Goelzer Investment Management held 3,049 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $358K as of Q2 2026.
Goelzer Investment Management sold 438 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $51.1K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Goelzer Investment Management's portfolio in Q2 2026, its #261 holding.
Goelzer Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Goelzer Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.51M in Q2 2013.
421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.