Sharkey, Howes & Javer’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Sharkey, Howes & Javer’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	$352K	Hold	3,004	–	–	0.04%	134
2026 Q1	$327K	Sell	3,004 -256	-8%	-$29.9K	0.04%	129
2025 Q4	$389K	Hold	3,260	–	–	0.05%	126
2025 Q3	$391K	Hold	3,260	–	–	0.05%	123
2025 Q2	$354K	Hold	3,260	–	–	0.05%	124
2025 Q1	$322K	Hold	3,260	–	–	0.05%	122
2024 Q4	$366K	Buy	3,260 +256	+9%	+$27.4K	0.05%	118
2024 Q3	$301K	Buy	+3,004	New	+$281K	0.04%	124
2018 Q2	–	Sell	-214	Closed	-$10K	–	221
2018 Q1	$10K	Hold	214	–	–	0.01%	148
2017 Q4	$11K	Hold	214	–	–	0.01%	147
2017 Q3	$10K	Buy	+214	New	+$9.63K	0.01%	148

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

Sharkey, Howes & Javer's XLY Position: Q2 2026 in Review

Sharkey, Howes & Javer held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 3,004 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #134.

Sharkey, Howes & Javer first reported a position in XLY in Q3 2017 and has held it in 11 quarters since. The position peaked at $391K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Sharkey, Howes & Javer held 3,004 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $352K as of Q2 2026.
Sharkey, Howes & Javer 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 0.04% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #134 holding.
Sharkey, Howes & Javer first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2017 and has held it in 11 quarters since.
Sharkey, Howes & Javer's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $391K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.