Howe & Rusling’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.13M | Buy |
18,121
+2,048
| +13% | +$239K | 0.12% | 103 |
|
|
2026
Q1 | $1.75M | Buy |
16,073
+15,877
| +8,101% | +$1.86M | 0.11% | 106 |
|
|
2025
Q4 | $23.4K | Buy |
196
+116
| +145% | +$13.8K | ﹤0.01% | 401 |
|
|
2025
Q3 | $9.59K | Hold |
80
| – | – | ﹤0.01% | 421 |
|
|
2025
Q2 | $8.69K | Sell |
80
-50
| -38% | -$5.11K | ﹤0.01% | 419 |
|
|
2025
Q1 | $12.8K | Buy |
+130
| New | +$14.1K | ﹤0.01% | 371 |
|
|
2024
Q1 | – | Sell |
-188
| Closed | -$16.8K | – | 424 |
|
|
2023
Q4 | $16.8K | Buy |
+188
| New | +$15.6K | ﹤0.01% | 310 |
|
|
2023
Q2 | – | Sell |
-500
| Closed | -$37.4K | – | 348 |
|
|
2023
Q1 | $37.4K | Buy |
+500
| New | +$35.8K | ﹤0.01% | 255 |
|
|
2022
Q2 | – | Sell |
-130
| Closed | -$12K | – | 1171 |
|
|
2022
Q1 | $12K | Hold |
130
| – | – | ﹤0.01% | 507 |
|
|
2021
Q4 | $13K | Hold |
130
| – | – | ﹤0.01% | 498 |
|
|
2021
Q3 | $12K | Buy |
+130
| New | +$11.8K | ﹤0.01% | 488 |
|
|
2021
Q2 | – | Sell |
-90
| Closed | -$8K | – | 1035 |
|
|
2021
Q1 | $8K | Hold |
90
| – | – | ﹤0.01% | 534 |
|
|
2020
Q4 | $7K | Buy |
+90
| New | +$6.94K | ﹤0.01% | 552 |
|
|
2020
Q2 | – | Sell |
-276
| Closed | -$14K | – | 924 |
|
|
2020
Q1 | $14K | Sell |
276
-194
| -41% | -$11.5K | ﹤0.01% | 394 |
|
|
2019
Q4 | $29K | Sell |
470
-60
| -11% | -$3.65K | ﹤0.01% | 344 |
|
|
2019
Q3 | $32K | Sell |
530
-30
| -5% | -$1.81K | 0.01% | 337 |
|
|
2019
Q2 | $33K | Hold |
560
| – | – | 0.01% | 329 |
|
|
2019
Q1 | $32K | Sell |
560
-1,188
| -68% | -$64.4K | 0.01% | 327 |
|
|
2018
Q4 | $87K | Sell |
1,748
-48,196
| -97% | -$2.55M | 0.02% | 214 |
|
|
2018
Q3 | $2.93M | Sell |
49,944
-398
| -0.8% | -$22.7K | 0.49% | 54 |
|
|
2018
Q2 | $2.75M | Buy |
50,342
+486
| +1% | +$25.7K | 0.5% | 58 |
|
|
2018
Q1 | $2.52M | Buy |
49,856
+1,964
| +4% | +$102K | 0.46% | 63 |
|
|
2017
Q4 | $2.36M | Sell |
47,892
-1,896
| -4% | -$89.2K | 0.43% | 69 |
|
|
2017
Q3 | $2.24M | Buy |
49,788
+988
| +2% | +$44.4K | 0.41% | 71 |
|
|
2017
Q2 | $2.19M | Sell |
48,800
-4,678
| -9% | -$210K | 0.44% | 69 |
|
|
2017
Q1 | $2.35M | Buy |
53,478
+802
| +2% | +$34.4K | 0.47% | 70 |
|
|
2016
Q4 | $2.14M | Sell |
52,676
-456
| -0.9% | -$18.4K | 0.47% | 68 |
|
|
2016
Q3 | $2.13M | Buy |
+53,132
| New | +$2.14M | 0.46% | 70 |
|
|
2016
Q2 | – | Sell |
-614
| Closed | -$24K | – | 1059 |
|
|
2016
Q1 | $24K | Buy |
614
+36
| +6% | +$1.34K | 0.01% | 383 |
|
|
2015
Q4 | $23K | Buy |
+578
| New | +$22.9K | 0.01% | 366 |
|
Other funds holding XLY
MIFH
Howe & Rusling's XLY Position: Q2 2026 in Review
Howe & Rusling increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 13% in Q2 2026, buying an estimated $239K and bringing the position to 18,121 shares worth $2.13M. The position accounts for 0.12% of the portfolio, ranked #103.
Howe & Rusling first reported a position in XLY in Q4 2015 and has held it in 30 quarters since. The position peaked at $2.93M in Q3 2018. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Howe & Rusling held 18,121 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.13M as of Q2 2026.
- Howe & Rusling bought 2,048 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $239K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.12% of Howe & Rusling's portfolio in Q2 2026, its #103 holding.
- Howe & Rusling first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and has held it in 30 quarters since.
- Howe & Rusling's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.93M in Q3 2018.
- 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.