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

Mullooly 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	$466K	Buy	3,975 +9	+0.2%	+$1.05K	0.14%	36
2026 Q1	$432K	Buy	3,966 +9	+0.2%	+$1.05K	0.16%	35
2025 Q4	$473K	Buy	3,957 +3	+0.1%	+$356	0.17%	33
2025 Q3	$474K	Buy	3,954 +6	+0.2%	+$687	0.18%	34
2025 Q2	$429K	Sell	3,948 -628	-14%	-$64.2K	0.18%	34
2025 Q1	$452K	Buy	+4,576	New	+$496K	0.21%	32

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

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

Mullooly Asset Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.23% in Q2 2026, buying an estimated $1.05K and bringing the position to 3,975 shares worth $466K. The position accounts for 0.14% of the portfolio, ranked #36.

Mullooly Asset Management first reported a position in XLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $474K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Mullooly Asset Management held 3,975 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $466K as of Q2 2026.
Mullooly Asset Management bought 9 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.05K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.14% of Mullooly Asset Management's portfolio in Q2 2026, its #36 holding.
Mullooly Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Mullooly Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $474K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Mullooly Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.