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

MMA 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	$602K	Sell	5,132 -586	-10%	-$68.4K	0.19%	99
2026 Q1	$623K	Sell	5,718 -194	-3%	-$22.7K	0.22%	88
2025 Q4	$706K	Buy	5,912 +8	+0.1%	+$949	0.25%	77
2025 Q3	$707K	Buy	5,904 +400	+7%	+$45.8K	0.24%	79
2025 Q2	$598K	Sell	5,504 -298	-5%	-$30.5K	0.23%	83
2025 Q1	$573K	Buy	5,802 +908	+19%	+$98.5K	0.24%	69
2024 Q4	$549K	Sell	4,894 -6,014	-55%	-$643K	0.24%	66
2024 Q3	$999K	Buy	10,908 +4,762	+77%	+$445K	0.27%	61
2024 Q2	$561K	Hold	6,146	–	–	0.26%	64
2024 Q1	$547K	Buy	6,146 +1,380	+29%	+$123K	0.26%	67
2023 Q4	$426K	Sell	4,766 -16	-0.3%	-$1.32K	0.23%	73
2023 Q3	$385K	Sell	4,782 -22	-0.5%	-$1.86K	0.22%	75
2023 Q2	$408K	Buy	4,804 +224	+5%	+$17.1K	0.24%	72
2023 Q1	$342K	Buy	4,580 +1,112	+32%	+$79.7K	0.25%	65
2022 Q4	$224K	Buy	3,468 +368	+12%	+$25.7K	0.18%	93
2022 Q3	$221K	Sell	3,100 -7,624	-71%	-$596K	0.19%	84
2022 Q2	$737K	Hold	10,724	–	–	0.63%	33
2022 Q1	$809K	Sell	10,724 -226	-2%	-$20.7K	0.64%	32
2021 Q4	$1.12M	Buy	10,950 +8	+0.1%	+$797	0.79%	26
2021 Q3	$982K	Hold	10,942	–	–	0.75%	27
2021 Q2	$977K	Hold	10,942	–	–	0.74%	27
2021 Q1	$920K	Buy	10,942 +1,650	+18%	+$137K	0.8%	27
2020 Q4	$747K	Buy	+9,292	New	+$716K	0.73%	27

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

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

MMA Asset Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 10% in Q2 2026, selling an estimated $68.4K and leaving 5,132 shares worth $602K. The position accounts for 0.19% of the portfolio, ranked #99.

MMA Asset Management first reported a position in XLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.12M in Q4 2021. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

MMA Asset Management held 5,132 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $602K as of Q2 2026.
MMA Asset Management sold 586 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $68.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.19% of MMA Asset Management's portfolio in Q2 2026, its #99 holding.
MMA Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
MMA Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.12M in Q4 2021.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.