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 Q3	–	Sell	-1,800	Closed	-$211K	–	160
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

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Mitchell Sinkler & Starr's XLY Position: Q3 2026 in Review

Mitchell Sinkler & Starr sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2026, closing a stake of 1,800 shares — an estimated $211K sold.

Mitchell Sinkler & Starr first reported a position in XLY in Q4 2019 and held it in 23 quarters. The position peaked at $1.64M in Q4 2021. 357 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Mitchell Sinkler & Starr reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Mitchell Sinkler & Starr sold 1,800 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $211K.
Mitchell Sinkler & Starr first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 23 quarters.
Mitchell Sinkler & Starr's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.64M in Q4 2021.
357 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q3 2026, filed 13 Oct 2026.