Lodestar Private Asset Management’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
$228K Sell
1,943
-15
-0.8% -$1.75K 0.02% 218
2026
Q1
$213K Buy
1,958
+208
+12% +$24.3K 0.02% 228
2025
Q4
$209K Sell
1,750
-88
-5% -$10.4K 0.02% 218
2025
Q3
$220K Sell
1,838
-312
-15% -$35.7K 0.02% 218
2025
Q2
$234K Sell
2,150
-112
-5% -$11.5K 0.03% 211
2025
Q1
$223K Sell
2,262
-90
-4% -$9.76K 0.03% 206
2024
Q4
$264K Sell
2,352
-46
-2% -$4.92K 0.03% 185
2024
Q3
$240K Hold
2,398
0.03% 200
2024
Q2
$219K Sell
2,398
-50
-2% -$4.44K 0.03% 202
2024
Q1
$225K Hold
2,448
0.03% 199
2023
Q4
$219K Sell
2,448
-84
-3% -$6.96K 0.03% 193
2023
Q3
$204K Buy
+2,532
New +$214K 0.03% 193

Other funds holding XLY

Lodestar Private Asset Management's XLY Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.77% in Q2 2026, selling an estimated $1.75K and leaving 1,943 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #218.

Lodestar Private Asset Management first reported a position in XLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $264K in Q4 2024. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Lodestar Private Asset Management held 1,943 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $228K as of Q2 2026.
  • Lodestar Private Asset Management sold 15 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.75K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Lodestar Private Asset Management's portfolio in Q2 2026, its #218 holding.
  • Lodestar Private Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
  • Lodestar Private Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $264K in Q4 2024.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.