North Star Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

North Star Investment 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	$59.1K	Sell	504 -776	-61%	-$90.6K	﹤0.01%	707
2026 Q1	$139K	Buy	1,280 +776	+154%	+$90.7K	0.01%	552
2025 Q4	$60.2K	Hold	504	–	–	﹤0.01%	630
2025 Q3	$60.4K	Hold	504	–	–	﹤0.01%	619
2025 Q2	$54.8K	Hold	504	–	–	﹤0.01%	618
2025 Q1	$49.8K	Sell	504 -60	-11%	-$6.51K	﹤0.01%	613
2024 Q4	$63.3K	Buy	564 +60	+12%	+$6.42K	﹤0.01%	581
2024 Q3	$50.5K	Hold	504	–	–	﹤0.01%	594
2024 Q2	$46K	Hold	504	–	–	﹤0.01%	610
2024 Q1	$46.3K	Hold	504	–	–	﹤0.01%	621
2023 Q4	$45.1K	Hold	504	–	–	﹤0.01%	605
2023 Q3	$40.6K	Hold	504	–	–	﹤0.01%	623
2023 Q2	$42.8K	Hold	504	–	–	﹤0.01%	632
2023 Q1	$37.7K	Hold	504	–	–	﹤0.01%	665
2022 Q4	$32.5K	Hold	504	–	–	﹤0.01%	667
2022 Q3	$36K	Hold	504	–	–	﹤0.01%	597
2022 Q2	$35K	Hold	504	–	–	﹤0.01%	623
2022 Q1	$47K	Hold	504	–	–	﹤0.01%	597
2021 Q4	$52K	Hold	504	–	–	﹤0.01%	598
2021 Q3	$45K	Hold	504	–	–	﹤0.01%	608
2021 Q2	$45K	Hold	504	–	–	﹤0.01%	605
2021 Q1	$42K	Hold	504	–	–	﹤0.01%	582
2020 Q4	$41K	Hold	504	–	–	﹤0.01%	564
2020 Q3	$37K	Sell	504 -480	-49%	-$34K	﹤0.01%	563
2020 Q2	$63K	Hold	984	–	–	0.01%	458
2020 Q1	$48K	Hold	984	–	–	0.01%	496
2019 Q4	$62K	Sell	984 -472	-32%	-$28.7K	0.01%	518
2019 Q3	$88K	Buy	+1,456	New	+$87.8K	0.01%	445
2019 Q2	–	Sell	-1,404	Closed	-$80K	–	953
2019 Q1	$80K	Buy	1,404 +134	+11%	+$7.27K	0.01%	479
2018 Q4	$63K	Sell	1,270 -188	-13%	-$9.94K	0.01%	481
2018 Q3	$85K	Hold	1,458	–	–	0.01%	474
2018 Q2	$80K	Buy	1,458 +184	+14%	+$9.72K	0.01%	484
2018 Q1	$65K	Buy	1,274 +770	+153%	+$40.1K	0.01%	508
2017 Q4	$25K	Hold	504	–	–	﹤0.01%	691
2017 Q3	$23K	Hold	504	–	–	﹤0.01%	697
2017 Q2	$23K	Hold	504	–	–	﹤0.01%	691
2017 Q1	$22K	Hold	504	–	–	﹤0.01%	676
2016 Q4	$21K	Buy	+504	New	+$20.4K	﹤0.01%	640
2014 Q3	–	Sell	-2,000	Closed	-$67K	–	676
2014 Q2	$67K	Buy	+2,000	New	+$64.9K	0.01%	351

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

North Star Investment Management's XLY Position: Q2 2026 in Review

North Star Investment Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 61% in Q2 2026, selling an estimated $90.6K and leaving 504 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

North Star Investment Management first reported a position in XLY in Q2 2014 and has held it in 39 quarters since. The position peaked at $139K in Q1 2026. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

North Star Investment Management held 504 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $59.1K as of Q2 2026.
North Star Investment Management sold 776 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $90.6K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #707 holding.
North Star Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2014 and has held it in 39 quarters since.
North Star Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $139K in Q1 2026.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.