Joel Isaacson & Co’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Joel Isaacson & 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	$416K	Buy	3,549 +2	+0.1%	+$233	0.01%	334
2026 Q1	$387K	Buy	3,547 +369	+12%	+$43.1K	0.01%	322
2025 Q4	$379K	Buy	3,178 +1,260	+66%	+$149K	0.01%	323
2025 Q3	$230K	Hold	1,918	–	–	0.01%	411
2025 Q2	$208K	Buy	+1,918	New	+$196K	0.01%	395
2025 Q1	–	Sell	-1,916	Closed	-$215K	–	415
2024 Q4	$215K	Buy	+1,916	New	+$205K	0.01%	356
2019 Q1	–	Sell	-6,026	Closed	-$315K	–	237
2018 Q4	$315K	Buy	6,026 +2	+0%	+$106	0.05%	174
2018 Q3	$353K	Hold	6,024	–	–	0.06%	152
2018 Q2	$329K	Buy	6,024 +2	+0%	+$106	0.06%	151
2018 Q1	$305K	Hold	6,022	–	–	0.05%	152
2017 Q4	$297K	Buy	6,022 +2	+0%	+$94	0.05%	151
2017 Q3	$271K	Sell	6,020 -138	-2%	-$6.21K	0.05%	156
2017 Q2	$276K	Hold	6,158	–	–	0.05%	152
2017 Q1	$271K	Buy	6,158 +142	+2%	+$6.08K	0.05%	143
2016 Q4	$245K	Sell	6,016 -128	-2%	-$5.17K	0.05%	139
2016 Q3	$246K	Sell	6,144 -72	-1%	-$2.9K	0.05%	146
2016 Q2	$243K	Hold	6,216	–	–	0.05%	147
2016 Q1	$246K	Buy	6,216 +406	+7%	+$15.1K	0.05%	152
2015 Q4	$227K	Hold	5,810	–	–	0.06%	146
2015 Q3	$216K	Buy	5,810 +200	+4%	+$7.68K	0.06%	137
2015 Q2	$215K	Hold	5,610	–	–	0.06%	156
2015 Q1	$211K	Buy	+5,610	New	+$206K	0.05%	160

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

Joel Isaacson & Co's XLY Position: Q2 2026 in Review

Joel Isaacson & Co increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.06% in Q2 2026, buying an estimated $233 and bringing the position to 3,549 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #334.

Joel Isaacson & Co first reported a position in XLY in Q1 2015 and has held it in 22 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Joel Isaacson & Co held 3,549 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $416K as of Q2 2026.
Joel Isaacson & Co bought 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $233.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #334 holding.
Joel Isaacson & Co first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and has held it in 22 quarters since.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.