Israel Englander’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Israel Englander’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	$436M	Sell	3,720,100 -704,800	-16%	-$82.3M	0.16%	85
2026 Q1	$482M	Sell	4,424,900 -140,700	-3%	-$16.4M	0.2%	74
2025 Q4	$545M	Sell	4,565,600 -930,800	-17%	-$110M	0.23%	54
2025 Q3	$659M	Buy	5,496,400 +2,697,000	+96%	+$309M	0.28%	41
2025 Q2	$304M	Sell	2,799,400 -1,224,000	-30%	-$125M	0.15%	94
2025 Q1	$397M	Sell	4,023,400 -2,630,400	-40%	-$285M	0.21%	55
2024 Q4	$746M	Buy	6,653,800 +1,732,400	+35%	+$185M	0.36%	36
2024 Q3	$493M	Sell	4,921,400 -451,800	-8%	-$42.2M	0.23%	44
2024 Q2	$490M	Buy	5,373,200 +1,933,200	+56%	+$172M	0.23%	53
2024 Q1	$316M	Buy	3,440,000 +232,400	+7%	+$20.7M	0.14%	102
2023 Q4	$287M	Buy	3,207,600 +357,600	+13%	+$29.6M	0.12%	108
2023 Q3	$229M	Sell	2,850,000 -7,079,200	-71%	-$599M	0.12%	123
2023 Q2	$843M	Buy	9,929,200 +5,610,600	+130%	+$430M	0.42%	23
2023 Q1	$323M	Buy	4,318,600 +1,137,200	+36%	+$81.5M	0.19%	55
2022 Q4	$205M	Buy	3,181,400 +2,224,800	+233%	+$155M	0.11%	136
2022 Q3	$68.1M	Sell	956,600 -912,800	-49%	-$71.4M	0.04%	511
2022 Q2	$129M	Buy	1,869,400 +501,800	+37%	+$39.5M	0.08%	195
2022 Q1	$127M	Sell	1,367,600 -3,354,600	-71%	-$307M	0.07%	251
2021 Q4	$483M	Sell	4,722,200 -379,400	-7%	-$37.8M	0.25%	48
2021 Q3	$458M	Buy	5,101,600 +2,020,000	+66%	+$183M	0.27%	35
2021 Q2	$275M	Buy	3,081,600 +1,808,200	+142%	+$157M	0.17%	68
2021 Q1	$107M	Sell	1,273,400 -1,140,800	-47%	-$94.9M	0.08%	214
2020 Q4	$194M	Sell	2,414,200 -1,524,400	-39%	-$118M	0.14%	95
2020 Q3	$289K	Buy	3,938,600 +3,326,600	+544%	+$235M	0.36%	28
2020 Q2	$39.1M	Buy	612,000 +123,800	+25%	+$7.3M	0.05%	395
2020 Q1	$23.9M	Sell	488,200 -5,139,000	-91%	-$303M	0.05%	380
2019 Q4	$353M	Buy	5,627,200 +1,211,400	+27%	+$73.7M	0.44%	19
2019 Q3	$266M	Buy	4,415,800 +2,309,000	+110%	+$139M	0.42%	14
2019 Q2	$126M	Buy	2,106,800 +1,298,200	+161%	+$76M	0.19%	87
2019 Q1	$46M	Buy	+808,600	New	+$43.8M	0.07%	366

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

Israel Englander's XLY Position: Q2 2026 in Review

Israel Englander reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 82% in Q2 2026, selling an estimated $99.7M and leaving 186,324 shares worth $21.9M. The position accounts for 0.01% of the portfolio, ranked #1545.

Israel Englander first reported a position in XLY in Q4 2013 and has held it in 50 quarters since. The position peaked at $163M in Q3 2022. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Israel Englander held 186,324 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $21.9M as of Q2 2026.
Israel Englander sold 853,894 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $99.7M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Israel Englander's portfolio in Q2 2026, its #1545 holding.
Israel Englander first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and has held it in 50 quarters since.
Israel Englander's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $163M in Q3 2022.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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