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

Northbridge Financial 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	$309K	Sell	2,635 -20	-0.8%	-$2.33K	0.12%	143
2026 Q1	$302K	Sell	2,655 -40	-1%	-$4.67K	0.13%	134
2025 Q4	$322K	Buy	+2,695	New	+$320K	0.14%	131

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

Northbridge Financial Group's XLY Position: Q2 2026 in Review

Northbridge Financial Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.75% in Q2 2026, selling an estimated $2.33K and leaving 2,635 shares worth $309K. The position accounts for 0.12% of the portfolio, ranked #143.

Northbridge Financial Group first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $322K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Northbridge Financial Group held 2,635 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $309K as of Q2 2026.
Northbridge Financial Group sold 20 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $2.33K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.12% of Northbridge Financial Group's portfolio in Q2 2026, its #143 holding.
Northbridge Financial Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Northbridge Financial Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $322K in Q4 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Northbridge Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.