Shulman DeMeo Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Shulman DeMeo Asset Management’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	$213K	Buy	+1,817	New	+$212K	0.04%	130
2026 Q1	–	Sell	-1,783	Closed	-$213K	–	148
2025 Q4	$213K	Buy	+1,783	New	+$211K	0.05%	107
2025 Q2	–	Sell	-2,164	Closed	-$214K	–	119
2025 Q1	$214K	Sell	2,164 -1,426	-40%	-$155K	0.06%	106
2024 Q4	$403K	Buy	3,590 +108	+3%	+$11.6K	0.11%	76
2024 Q3	$349K	Buy	3,482 +6	+0.2%	+$561	0.09%	92
2024 Q2	$317K	Sell	3,476 -2,582	-43%	-$229K	0.08%	94
2024 Q1	$557K	Buy	6,058 +12	+0.2%	+$1.07K	0.15%	57
2023 Q4	$540K	Sell	6,046 -1,560	-21%	-$129K	0.15%	57
2023 Q3	$612K	Buy	+7,606	New	+$643K	0.2%	43
2023 Q2	–	Sell	-7,598	Closed	-$568K	–	137
2023 Q1	$568K	Buy	7,598 +24	+0.3%	+$1.72K	0.18%	54
2022 Q4	$489K	Sell	7,574 -72	-0.9%	-$5.02K	0.16%	62
2022 Q3	$545K	Sell	7,646 -1,634	-18%	-$128K	0.19%	54
2022 Q2	$638K	Sell	9,280 -10,012	-52%	-$789K	0.21%	50
2022 Q1	$1.78M	Buy	19,292 +26	+0.1%	+$2.38K	0.49%	18
2021 Q4	$1.97M	Buy	+19,266	New	+$1.92M	0.51%	16
2021 Q3	–	Sell	-19,406	Closed	-$1.73M	–	141
2021 Q2	$1.73M	Buy	19,406 +148	+0.8%	+$12.9K	0.67%	10
2021 Q1	$1.62M	Sell	19,258 -832	-4%	-$69.2K	0.44%	23
2020 Q4	$1.61M	Buy	20,090 +17,206	+597%	+$1.33M	0.46%	22
2020 Q3	$212K	Buy	+2,884	New	+$204K	0.07%	106
2019 Q1	–	Sell	-4,644	Closed	-$230K	–	134
2018 Q4	$230K	Buy	+4,644	New	+$246K	0.13%	60

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

Shulman DeMeo Asset Management's XLY Position: Q2 2026 in Review

Shulman DeMeo Asset Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,817 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #130 among its holdings. This is a return to the name: Shulman DeMeo Asset Management previously reported a position in XLY as recently as Q4 2025.

Shulman DeMeo Asset Management first reported a position in XLY in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.97M in Q4 2021. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Shulman DeMeo Asset Management held 1,817 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $213K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Shulman DeMeo Asset Management position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #130 holding.
Shulman DeMeo Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 20 quarters since.
Shulman DeMeo Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.97M in Q4 2021.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.