Rothschild Investment LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Rothschild Investment LLC’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	$38.8K	Buy	331 +1	+0.3%	+$117	﹤0.01%	1311
2026 Q1	$36K	Hold	330	–	–	﹤0.01%	1216
2025 Q4	$39.4K	Sell	330 -26	-7%	-$3.08K	﹤0.01%	1097
2025 Q3	$42.6K	Buy	356 +28	+9%	+$3.2K	﹤0.01%	1037
2025 Q2	$35.7K	Hold	328	–	–	﹤0.01%	867
2025 Q1	$32.4K	Buy	328 +2	+0.6%	+$217	﹤0.01%	885
2024 Q4	$36.7K	Hold	326	–	–	﹤0.01%	853
2024 Q3	$32.7K	Hold	326	–	–	﹤0.01%	883
2024 Q2	$29.7K	Hold	326	–	–	﹤0.01%	885
2024 Q1	$29.9K	Buy	326 +2	+0.6%	+$178	﹤0.01%	831
2023 Q4	$29K	Buy	+324	New	+$26.8K	﹤0.01%	774

Other funds holding XLY

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Rothschild Investment LLC's XLY Position: Q2 2026 in Review

Rothschild Investment LLC increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.3% in Q2 2026, buying an estimated $117 and bringing the position to 331 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Rothschild Investment LLC first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $42.6K in Q3 2025. 1,130 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Rothschild Investment LLC held 331 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $38.8K as of Q2 2026.
Rothschild Investment LLC bought 1 State Street Consumer Discretionary Select Sector SPDR ETF share in Q2 2026, an estimated $117.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1311 holding.
Rothschild Investment LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $42.6K in Q3 2025.
1,130 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.