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

McDonald 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	$12.9K	Buy	+110	New	+$12.8K	﹤0.01%	453
2022 Q1	–	Sell	-6,200	Closed	-$634K	–	713
2021 Q4	$634K	Buy	+6,200	New	+$618K	0.59%	47

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

McDonald Partners's XLY Position: Q2 2026 in Review

McDonald Partners opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 110 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: McDonald Partners previously reported a position in XLY as recently as Q4 2021.

McDonald Partners first reported a position in XLY in Q4 2021 and has held it in 2 quarters since. The position peaked at $634K in Q4 2021. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

McDonald Partners held 110 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $12.9K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new McDonald Partners position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #453 holding.
McDonald Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 2 quarters since.
McDonald Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $634K in Q4 2021.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.