Roble Belko & Company’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Roble Belko & Company’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	$76K	Hold	646	–	–	0.01%	187
2026 Q1	$70K	Hold	646	–	–	0.01%	188
2025 Q4	$77K	Hold	646	–	–	0.01%	182
2025 Q3	$77K	Hold	646	–	–	0.01%	155
2025 Q2	$70K	Hold	646	–	–	0.01%	158
2025 Q1	$64K	Hold	646	–	–	0.01%	158
2024 Q4	$72K	Hold	646	–	–	0.01%	153
2024 Q3	$65K	Hold	646	–	–	0.01%	156
2024 Q2	$59K	Hold	646	–	–	0.01%	162
2024 Q1	$59K	Hold	646	–	–	0.01%	164
2023 Q4	$58K	Hold	646	–	–	0.01%	154
2023 Q3	$52K	Hold	646	–	–	0.01%	145
2023 Q2	$55K	Hold	646	–	–	0.01%	140
2023 Q1	$48K	Hold	646	–	–	0.01%	151
2022 Q4	$42K	Hold	646	–	–	0.01%	163
2022 Q3	$46K	Hold	646	–	–	0.01%	151
2022 Q2	$44K	Hold	646	–	–	0.01%	150
2022 Q1	$60K	Hold	646	–	–	0.01%	154
2021 Q4	$66K	Hold	646	–	–	0.01%	145
2021 Q3	$58K	Hold	646	–	–	0.01%	142
2021 Q2	$58K	Hold	646	–	–	0.01%	151
2021 Q1	$54K	Hold	646	–	–	0.01%	145
2020 Q4	$52K	Hold	646	–	–	0.01%	135
2020 Q3	$47K	Hold	646	–	–	0.01%	136
2020 Q2	$41K	Hold	646	–	–	0.01%	151
2020 Q1	$32K	Hold	646	–	–	0.01%	161
2019 Q4	$41K	Hold	646	–	–	0.01%	160
2019 Q3	$39K	Sell	646 -804	-55%	-$48.5K	0.01%	155
2019 Q2	$86K	Buy	1,450 +804	+124%	+$47.1K	0.03%	123
2019 Q1	$37K	Hold	646	–	–	0.01%	131
2018 Q4	$32K	Hold	646	–	–	0.01%	128
2018 Q3	$38K	Hold	646	–	–	0.01%	120
2018 Q2	$35K	Hold	646	–	–	0.01%	130
2018 Q1	$33K	Hold	646	–	–	0.01%	147
2017 Q4	$32K	Hold	646	–	–	0.01%	144
2017 Q3	$29K	Hold	646	–	–	0.01%	120
2017 Q2	$29K	Hold	646	–	–	0.01%	116
2017 Q1	$28K	Hold	646	–	–	0.01%	117
2016 Q4	$26K	Hold	646	–	–	0.01%	130
2016 Q3	$26K	Hold	646	–	–	0.01%	147
2016 Q2	$25K	Hold	646	–	–	0.01%	140
2016 Q1	$26K	Hold	646	–	–	0.01%	128
2015 Q4	$25K	Hold	646	–	–	0.02%	116
2015 Q3	$24K	Hold	646	–	–	0.01%	113
2015 Q2	$25K	Hold	646	–	–	0.01%	124
2015 Q1	$24K	Buy	+646	New	+$23.7K	0.01%	128

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

Roble Belko & Company's XLY Position: Q2 2026 in Review

Roble Belko & Company held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 646 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #187.

Roble Belko & Company first reported a position in XLY in Q1 2015 and has held it in 46 quarters since. The position peaked at $86K in Q2 2019. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Roble Belko & Company held 646 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $76K as of Q2 2026.
Roble Belko & Company left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Roble Belko & Company's portfolio in Q2 2026, its #187 holding.
Roble Belko & Company first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and has held it in 46 quarters since.
Roble Belko & Company's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $86K in Q2 2019.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.