Sigma Investment Counselors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Sigma Investment Counselors’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	$203K	Buy	+1,730	New	+$202K	0.01%	217
2026 Q1	–	Sell	-1,770	Closed	-$211K	–	204
2025 Q4	$211K	Buy	1,770 +40	+2%	+$4.74K	0.01%	197
2025 Q3	$207K	Buy	+1,730	New	+$198K	0.01%	193
2020 Q4	–	Sell	-3,018	Closed	-$222K	–	178
2020 Q3	$222K	Buy	+3,018	New	+$214K	0.04%	115
2017 Q1	–	Sell	-5,540	Closed	-$225K	–	143
2016 Q4	$225K	Sell	5,540 -1,114	-17%	-$45K	0.04%	116
2016 Q3	$266K	Hold	6,654	–	–	0.04%	109
2016 Q2	$260K	Buy	+6,654	New	+$262K	0.04%	112

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

Sigma Investment Counselors's XLY Position: Q2 2026 in Review

Sigma Investment Counselors opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,730 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #217 among its holdings. This is a return to the name: Sigma Investment Counselors previously reported a position in XLY as recently as Q4 2025.

Sigma Investment Counselors first reported a position in XLY in Q2 2016 and has held it in 7 quarters since. The position peaked at $266K in Q3 2016. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Sigma Investment Counselors held 1,730 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $203K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Sigma Investment Counselors position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Sigma Investment Counselors's portfolio in Q2 2026, its #217 holding.
Sigma Investment Counselors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2016 and has held it in 7 quarters since.
Sigma Investment Counselors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $266K in Q3 2016.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.