Leeward Financial Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Leeward Financial Partners’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	$335K	Hold	2,858	–	–	0.09%	87
2026 Q1	$311K	Hold	2,858	–	–	0.09%	80
2025 Q4	$341K	Sell	2,858 -242	-8%	-$28.7K	0.1%	78
2025 Q3	$371K	Hold	3,100	–	–	0.11%	78
2025 Q2	$337K	Buy	+3,100	New	+$317K	0.11%	76

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

Leeward Financial Partners's XLY Position: Q2 2026 in Review

Leeward Financial Partners held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,858 shares worth $335K. The position accounts for 0.09% of the portfolio, ranked #87.

Leeward Financial Partners first reported a position in XLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $371K in Q3 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Leeward Financial Partners held 2,858 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $335K as of Q2 2026.
Leeward Financial Partners 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 0.09% of Leeward Financial Partners's portfolio in Q2 2026, its #87 holding.
Leeward Financial Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Leeward Financial Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $371K 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 Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.