J.M. Forbes & Co’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

J.M. Forbes & Co’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	$9.98M	Hold	85,054	–	–	0.78%	41
2026 Q1	$9.27M	Hold	85,054	–	–	0.78%	39
2025 Q4	$10.2M	Hold	85,054	–	–	0.82%	37
2025 Q3	$10.2M	Hold	85,054	–	–	0.85%	37
2025 Q2	$9.24M	Hold	85,054	–	–	0.85%	38
2025 Q1	$8.4M	Sell	85,054 -1,300	-2%	-$141K	0.81%	42
2024 Q4	$9.69M	Hold	86,354	–	–	0.93%	36
2024 Q3	$8.65M	Hold	86,354	–	–	0.84%	41
2024 Q2	$7.88M	Sell	86,354 -522	-0.6%	-$46.4K	0.81%	43
2024 Q1	$7.99M	Hold	86,876	–	–	0.87%	43
2023 Q4	$7.77M	Sell	86,876 -972	-1%	-$80.5K	0.9%	41
2023 Q3	$7.07M	Sell	87,848 -1,934	-2%	-$164K	0.92%	43
2023 Q2	$7.62M	Buy	+89,782	New	+$6.87M	0.95%	39

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

J.M. Forbes & Co's XLY Position: Q2 2026 in Review

J.M. Forbes & Co held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 85,054 shares worth $9.98M. The position accounts for 0.78% of the portfolio, ranked #41.

J.M. Forbes & Co first reported a position in XLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.2M in Q3 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

J.M. Forbes & Co held 85,054 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $9.98M as of Q2 2026.
J.M. Forbes & Co 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 0.78% of J.M. Forbes & Co's portfolio in Q2 2026, its #41 holding.
J.M. Forbes & Co first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
J.M. Forbes & Co's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $10.2M 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 J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.