Northstar Financial Companies’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$290K Buy
2,469
+238
+11% +$27.8K 0.2% 94
2026
Q1
$243K Buy
2,231
+1
+0% +$117 0.19% 97
2025
Q4
$266K Sell
2,230
-12
-0.5% -$1.42K 0.21% 95
2025
Q3
$269K Sell
2,242
-146
-6% -$16.7K 0.25% 85
2025
Q2
$259K Sell
2,388
-576
-19% -$58.9K 0.27% 87
2025
Q1
$293K Sell
2,964
-374
-11% -$40.6K 0.32% 76
2024
Q4
$374K Buy
+3,338
New +$357K 0.35% 63

Other funds holding XLY

Northstar Financial Companies's XLY Position: Q2 2026 in Review

Northstar Financial Companies increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 11% in Q2 2026, buying an estimated $27.8K and bringing the position to 2,469 shares worth $290K. The position accounts for 0.2% of the portfolio, ranked #94.

Northstar Financial Companies first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $374K in Q4 2024. 841 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Northstar Financial Companies held 2,469 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $290K as of Q2 2026.
  • Northstar Financial Companies bought 238 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $27.8K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.2% of Northstar Financial Companies's portfolio in Q2 2026, its #94 holding.
  • Northstar Financial Companies first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Northstar Financial Companies's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $374K in Q4 2024.
  • 841 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.