Osaic Holdings’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Osaic Holdings’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	$76.8M	Buy	654,279 +43,587	+7%	+$5.09M	0.09%	232
2026 Q1	$66.6M	Sell	610,692 -138,272	-18%	-$16.2M	0.1%	216
2025 Q4	$89.5M	Sell	748,964 -62,422	-8%	-$7.4M	0.13%	151
2025 Q3	$96.2M	Buy	811,386 +306,322	+61%	+$35.1M	0.13%	150
2025 Q2	$54.6M	Sell	505,064 -33,222	-6%	-$3.4M	0.1%	203
2025 Q1	$53.2M	Buy	538,286 +160,996	+43%	+$17.5M	0.12%	165
2024 Q4	$42.4M	Buy	377,290 +25,110	+7%	+$2.69M	0.1%	212
2024 Q3	$35.3M	Sell	352,180 -9,014	-2%	-$843K	0.08%	251
2024 Q2	$33M	Sell	361,194 -148,152	-29%	-$13.2M	0.08%	252
2024 Q1	$46.9M	Sell	509,346 -322,168	-39%	-$28.7M	0.1%	192
2023 Q4	$74.4M	Sell	831,514 -81,874	-9%	-$6.78M	0.13%	154
2023 Q3	$73.5M	Buy	913,388 +39,724	+5%	+$3.36M	0.11%	175
2023 Q2	$74.2M	Buy	873,664 +378,432	+76%	+$29M	0.13%	147
2023 Q1	$37M	Sell	495,232 -3,450	-0.7%	-$247K	0.07%	247
2022 Q4	$32.2M	Sell	498,682 -90,704	-15%	-$6.32M	0.07%	285
2022 Q3	$42M	Buy	589,386 +41,320	+8%	+$3.23M	0.1%	198
2022 Q2	$37.7M	Sell	548,066 -486,318	-47%	-$38.3M	0.08%	232
2022 Q1	$116M	Buy	1,034,384 +111,588	+12%	+$10.2M	0.22%	84
2021 Q4	$94.4M	Buy	922,796 +30,222	+3%	+$3.01M	0.18%	113
2021 Q3	$80.2M	Buy	892,574 +120,130	+16%	+$10.9M	0.17%	122
2021 Q2	$69.1M	Buy	772,444 +61,228	+9%	+$5.33M	0.15%	139
2021 Q1	$59.9M	Buy	711,216 +156,880	+28%	+$13.1M	0.14%	150
2020 Q4	$44.6M	Sell	554,336 -189,066	-25%	-$14.6M	0.12%	177
2020 Q3	$53.2M	Buy	743,402 +45,418	+7%	+$3.21M	0.16%	136
2020 Q2	$44.6M	Buy	697,984 +250,332	+56%	+$14.8M	0.15%	146
2020 Q1	$22M	Buy	+447,652	New	+$26.4M	0.09%	221

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

Osaic Holdings's XLY Position: Q2 2026 in Review

Osaic Holdings increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 7.1% in Q2 2026, buying an estimated $5.09M and bringing the position to 654,279 shares worth $76.8M. The position accounts for 0.09% of the portfolio, ranked #232.

Osaic Holdings first reported a position in XLY in Q1 2020 and has held it in 26 quarters since. The position peaked at $116M in Q1 2022. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Osaic Holdings held 654,279 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $76.8M as of Q2 2026.
Osaic Holdings bought 43,587 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $5.09M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Osaic Holdings's portfolio in Q2 2026, its #232 holding.
Osaic Holdings first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $116M in Q1 2022.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.