Newbridge Financial Services Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Newbridge Financial Services Group’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	$168K	Sell	1,437 -598	-29%	-$69.8K	0.02%	269
2026 Q1	$222K	Buy	2,035 +9	+0.4%	+$1.05K	0.04%	207
2025 Q4	$242K	Sell	2,026 -118	-6%	-$14K	0.04%	206
2025 Q3	$257K	Sell	2,144 -270	-11%	-$30.9K	0.04%	260
2025 Q2	$262K	Sell	2,414 -742	-24%	-$75.9K	0.04%	254
2025 Q1	$312K	Buy	3,156 +622	+25%	+$67.5K	0.08%	153
2024 Q4	$284K	Buy	2,534 +168	+7%	+$18K	0.07%	173
2024 Q3	$237K	Sell	2,366 -458	-16%	-$42.8K	0.08%	137
2024 Q2	$257K	Sell	2,824 -2,372	-46%	-$211K	0.1%	155
2024 Q1	$478K	Sell	5,196 -828	-14%	-$73.7K	0.21%	100
2023 Q4	$539K	Sell	6,024 -1,946	-24%	-$161K	0.26%	92
2023 Q3	$641K	Sell	7,970 -1,268	-14%	-$107K	0.32%	61
2023 Q2	$784K	Sell	9,238 -892	-9%	-$68.3K	0.38%	45
2023 Q1	$757K	Sell	10,130 -542	-5%	-$38.9K	0.4%	49
2022 Q4	$689K	Sell	10,672 -952	-8%	-$66.4K	0.4%	53
2022 Q3	$828K	Sell	11,624 -882	-7%	-$69K	0.49%	31
2022 Q2	$860K	Sell	12,506 -36	-0.3%	-$2.84K	0.53%	35
2022 Q1	$1.16M	Sell	12,542 -2,926	-19%	-$268K	0.57%	28
2021 Q4	$1.58M	Buy	15,468 +2,618	+20%	+$261K	0.75%	22
2021 Q3	$1.15M	Buy	12,850 +4,474	+53%	+$406K	0.72%	22
2021 Q2	$748K	Buy	8,376 +3,722	+80%	+$324K	0.46%	42
2021 Q1	$391K	Buy	4,654 +952	+26%	+$79.2K	0.29%	81
2020 Q4	$298K	Sell	3,702 -522	-12%	-$40.2K	0.25%	96
2020 Q3	$310K	Buy	+4,224	New	+$299K	0.31%	73

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

Newbridge Financial Services Group's XLY Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 29% in Q2 2026, selling an estimated $69.8K and leaving 1,437 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #269.

Newbridge Financial Services Group first reported a position in XLY in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.58M in Q4 2021. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Newbridge Financial Services Group held 1,437 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $168K as of Q2 2026.
Newbridge Financial Services Group sold 598 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $69.8K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #269 holding.
Newbridge Financial Services Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
Newbridge Financial Services Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.58M 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 Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.