Salomon & Ludwin’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Salomon & Ludwin’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	$18.4M	Sell	155,065 -2,052	-1%	-$240K	1.51%	20
2026 Q1	$16.8M	Buy	157,117 +1,524	+1%	+$178K	1.5%	20
2025 Q4	$18.7M	Sell	155,593 -2,537	-2%	-$301K	1.65%	17
2025 Q3	$18.8M	Buy	158,130 +3,868	+3%	+$443K	1.69%	17
2025 Q2	$17M	Sell	154,262 -126	-0.1%	-$12.9K	1.68%	18
2025 Q1	$15.2M	Buy	154,388 +10,108	+7%	+$1.1M	1.62%	18
2024 Q4	$16.2M	Sell	144,280 -12,236	-8%	-$1.31M	1.71%	19
2024 Q3	$15.7M	Sell	156,516 -13,834	-8%	-$1.29M	1.6%	19
2024 Q2	$15.5M	Sell	170,350 -70,460	-29%	-$6.26M	1.73%	17
2024 Q1	$22.2M	Buy	240,810 +5,152	+2%	+$459K	1.91%	14
2023 Q4	$19M	Hold	235,658	–	–	1.98%	14
2023 Q3	$19M	Buy	235,658 +1,898	+0.8%	+$160K	1.98%	14
2023 Q2	$19.8M	Buy	233,760 +9,020	+4%	+$691K	2.11%	13
2023 Q1	$16.8M	Buy	224,740 +7,000	+3%	+$502K	2%	16
2022 Q4	$14.1M	Sell	217,740 -10,602	-5%	-$739K	1.78%	18
2022 Q3	$16.3M	Buy	228,342 +12,244	+6%	+$958K	2.44%	11
2022 Q2	$14.9M	Buy	216,098 +9,474	+5%	+$746K	2.3%	14
2022 Q1	$19.1M	Buy	206,624 +1,628	+0.8%	+$149K	2.77%	10
2021 Q4	$21M	Sell	204,996 -8,162	-4%	-$813K	2.97%	9
2021 Q3	$19.1M	Buy	213,158 +4,076	+2%	+$370K	2.97%	10
2021 Q2	$18.7M	Buy	209,082 +4,744	+2%	+$413K	2.93%	10
2021 Q1	$17.2M	Buy	204,338 +534	+0.3%	+$44.4K	2.91%	10
2020 Q4	$16.4M	Sell	203,804 -12,580	-6%	-$970K	3.04%	9
2020 Q3	$15.9M	Sell	216,384 -18,404	-8%	-$1.3M	3.31%	8
2020 Q2	$15M	Sell	234,788 -6,312	-3%	-$372K	3.23%	8
2020 Q1	$11.8M	Sell	241,100 -60,018	-20%	-$3.54M	3.04%	11
2019 Q4	$18.9M	Sell	301,118 -14,094	-4%	-$857K	3.75%	8
2019 Q3	$19M	Sell	315,212 -1,948	-0.6%	-$117K	3.85%	8
2019 Q2	$18.9M	Sell	317,160 -9,528	-3%	-$558K	3.82%	9
2019 Q1	$18.6M	Sell	326,688 -14,712	-4%	-$798K	3.83%	10
2018 Q4	$16.9M	Buy	+341,400	New	+$18M	3.9%	10

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

Salomon & Ludwin's XLY Position: Q2 2026 in Review

Salomon & Ludwin reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.3% in Q2 2026, selling an estimated $240K and leaving 155,065 shares worth $18.4M. The position accounts for 1.51% of the portfolio, ranked #20.

Salomon & Ludwin first reported a position in XLY in Q4 2018 and has held it in 31 quarters since. The position peaked at $22.2M in Q1 2024. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Salomon & Ludwin held 155,065 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $18.4M as of Q2 2026.
Salomon & Ludwin sold 2,052 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $240K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 1.51% of Salomon & Ludwin's portfolio in Q2 2026, its #20 holding.
Salomon & Ludwin first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Salomon & Ludwin's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $22.2M in Q1 2024.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.