Mitchell Sinkler & Starr’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Mitchell Sinkler & Starr’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	$211K	Buy	+1,800	New	+$210K	0.09%	151
2026 Q1	–	Sell	-1,800	Closed	-$215K	–	145
2025 Q4	$215K	Hold	1,800	–	–	0.1%	136
2025 Q3	$216K	Buy	+1,800	New	+$206K	0.1%	138
2025 Q1	–	Sell	-1,750	Closed	-$196K	–	192
2024 Q4	$196K	Hold	1,750	–	–	0.05%	156
2024 Q3	$175K	Buy	1,750 +250	+17%	+$23.4K	0.04%	157
2024 Q2	$142K	Hold	1,500	–	–	0.04%	156
2024 Q1	$138K	Sell	1,500 -2,900	-66%	-$258K	0.03%	162
2023 Q4	$393K	Buy	+4,400	New	+$364K	0.07%	143
2023 Q3	–	Sell	-11,300	Closed	-$959K	–	144
2023 Q2	$959K	Sell	11,300 -2,400	-18%	-$184K	0.27%	67
2023 Q1	$1.02M	Sell	13,700 -460	-3%	-$33K	0.3%	65
2022 Q4	$914K	Hold	14,160	–	–	0.29%	67
2022 Q3	$1.01M	Sell	14,160 -1,880	-12%	-$147K	0.39%	57
2022 Q2	$1.1M	Hold	16,040	–	–	0.41%	55
2022 Q1	$1.48M	Hold	16,040	–	–	0.46%	46
2021 Q4	$1.64M	Hold	16,040	–	–	0.49%	42
2021 Q3	$1.44M	Hold	16,040	–	–	1.3%	29
2021 Q2	$1.43M	Buy	16,040 +600	+4%	+$52.3K	1.3%	31
2021 Q1	$1.3M	Buy	15,440 +900	+6%	+$74.9K	1.26%	32
2020 Q4	$1.17M	Buy	14,540 +8,560	+143%	+$660K	1.12%	33
2020 Q3	$439K	Sell	5,980 -490	-8%	-$34.7K	0.45%	64
2020 Q2	$413K	Hold	6,470	–	–	0.47%	63
2020 Q1	$317K	Sell	6,470 -1,900	-23%	-$112K	0.41%	69
2019 Q4	$525K	Buy	+8,370	New	+$509K	0.56%	59

Other funds holding XLY

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

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

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Mitchell Sinkler & Starr's XLY Position: Q2 2026 in Review

Mitchell Sinkler & Starr opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,800 shares worth $211K. The stake represents 0.09% of the portfolio and ranks #151 among its holdings. This is a return to the name: Mitchell Sinkler & Starr previously reported a position in XLY as recently as Q4 2025.

Mitchell Sinkler & Starr first reported a position in XLY in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.64M in Q4 2021. 412 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Mitchell Sinkler & Starr held 1,800 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $211K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Mitchell Sinkler & Starr position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #151 holding.
Mitchell Sinkler & Starr first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
Mitchell Sinkler & Starr's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.64M in Q4 2021.
412 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.