Mendel Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Mendel Capital 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 Q2	$1.06M	Sell	9,033 -103	-1%	-$12K	0.48%	48
2026 Q1	$996K	Buy	+9,136	New	+$1.07M	0.5%	48
2025 Q3	$1.09M	Buy	9,120 +236	+3%	+$27K	0.57%	46
2025 Q2	$965K	Sell	8,884 -864	-9%	-$88.4K	0.55%	46
2025 Q1	$962K	Buy	9,748 +166	+2%	+$18K	0.58%	47
2024 Q4	$1.07M	Buy	9,582 +1,514	+19%	+$162K	0.65%	40
2024 Q3	$808K	Buy	8,068 +1,856	+30%	+$173K	0.5%	49
2024 Q2	$567K	Buy	6,212 +448	+8%	+$39.8K	0.37%	58
2024 Q1	$530K	Buy	5,764 +274	+5%	+$24.4K	0.35%	59
2023 Q4	$491K	Buy	5,490 +800	+17%	+$66.3K	0.35%	58
2023 Q3	$377K	Buy	4,690 +1,768	+61%	+$149K	0.31%	63
2023 Q2	$248K	Buy	+2,922	New	+$224K	0.2%	78

Other funds holding XLY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Mendel Capital Management's XLY Position: Q2 2026 in Review

Mendel Capital Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.1% in Q2 2026, selling an estimated $12K and leaving 9,033 shares worth $1.06M. The position accounts for 0.48% of the portfolio, ranked #48.

Mendel Capital Management first reported a position in XLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q3 2025. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Mendel Capital Management held 9,033 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.06M as of Q2 2026.
Mendel Capital Management sold 103 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $12K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.48% of Mendel Capital Management's portfolio in Q2 2026, its #48 holding.
Mendel Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Mendel Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.09M in Q3 2025.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.