Milestone Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Milestone Asset 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	$1.05M	Buy	8,917 +3,344	+60%	+$390K	0.16%	134
2026 Q1	$607K	Buy	5,573 +151	+3%	+$17.6K	0.11%	156
2025 Q4	$648K	Sell	5,422 -66	-1%	-$7.83K	0.12%	137
2025 Q3	$658K	Sell	5,488 -54	-1%	-$6.18K	0.12%	129
2025 Q2	$602K	Sell	5,542 -2,236	-29%	-$229K	0.13%	129
2025 Q1	$768K	Sell	7,778 -854	-10%	-$92.6K	0.16%	108
2024 Q4	$969K	Buy	8,632 +5,548	+180%	+$593K	0.21%	106
2024 Q3	$309K	Buy	3,084 +454	+17%	+$42.4K	0.07%	176
2024 Q2	$240K	Buy	+2,630	New	+$234K	0.06%	178

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

Milestone Asset Management's XLY Position: Q2 2026 in Review

Milestone Asset Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 60% in Q2 2026, buying an estimated $390K and bringing the position to 8,917 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #134.

Milestone Asset Management first reported a position in XLY in Q2 2024 and has held it in 9 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Milestone Asset Management held 8,917 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.05M as of Q2 2026.
Milestone Asset Management bought 3,344 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $390K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.16% of Milestone Asset Management's portfolio in Q2 2026, its #134 holding.
Milestone Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.