Marco Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Marco Investment Management’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 Q1	$212K	Sell	1,942 -10	-0.5%	-$1.17K	0.02%	225
2025 Q4	$233K	Hold	1,952	–	–	0.02%	208
2025 Q3	$234K	Sell	1,952 -10	-0.5%	-$1.14K	0.02%	201
2025 Q2	$213K	Buy	+1,962	New	+$201K	0.02%	208
2025 Q1	–	Sell	-1,992	Closed	-$223K	–	230
2024 Q4	$223K	Sell	1,992 -90	-4%	-$9.63K	0.02%	200
2024 Q3	$209K	Sell	2,082 -264	-11%	-$24.7K	0.02%	215
2024 Q2	$214K	Buy	2,346 +82	+4%	+$7.29K	0.02%	199
2024 Q1	$208K	Hold	2,264	–	–	0.02%	199
2023 Q4	$202K	Buy	+2,264	New	+$188K	0.02%	202
2022 Q1	–	Sell	-2,024	Closed	-$207K	–	227
2021 Q4	$207K	Buy	+2,024	New	+$202K	0.02%	217
2019 Q1	–	Sell	-11,200	Closed	-$554K	–	182
2018 Q4	$554K	Sell	11,200 -1,600	-13%	-$84.6K	0.11%	121
2018 Q3	$750K	Hold	12,800	–	–	0.11%	121
2018 Q2	$700K	Buy	+12,800	New	+$676K	0.11%	120

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Marco Investment Management's XLY Position: Q1 2026 in Review

Marco Investment Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.51% in Q1 2026, selling an estimated $1.17K and leaving 1,942 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #225.

Marco Investment Management first reported a position in XLY in Q2 2018 and has held it in 13 quarters since. The position peaked at $750K in Q3 2018. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Marco Investment Management held 1,942 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $212K as of Q1 2026.
Marco Investment Management sold 10 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $1.17K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Marco Investment Management's portfolio in Q1 2026, its #225 holding.
Marco Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and has held it in 13 quarters since.
Marco Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $750K in Q3 2018.
1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.