STAR Financial Bank’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

STAR Financial Bank’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 Q1	$304K	Sell	2,792 -474	-15%	-$55.4K	0.14%	79
2025 Q4	$390K	Hold	3,266	–	–	0.2%	75
2025 Q3	$391K	Hold	3,266	–	–	0.23%	76
2025 Q2	$355K	Sell	3,266 -558	-15%	-$57.1K	0.23%	81
2025 Q1	$378K	Hold	3,824	–	–	0.28%	72
2024 Q4	$429K	Sell	3,824 -168	-4%	-$18K	0.31%	64
2024 Q3	$400K	Sell	3,992 -300	-7%	-$28K	0.27%	77
2024 Q2	$391K	Hold	4,292	–	–	0.3%	77
2024 Q1	$395K	Sell	4,292 -200	-4%	-$17.8K	0.34%	74
2023 Q4	$402K	Hold	4,492	–	–	0.37%	67
2023 Q3	$362K	Sell	4,492 -10	-0.2%	-$845	0.37%	66
2023 Q2	$382K	Sell	4,502 -110	-2%	-$8.42K	0.36%	66
2023 Q1	$345K	Hold	4,612	–	–	0.34%	68
2022 Q4	$298K	Buy	+4,612	New	+$322K	0.3%	75

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

STAR Financial Bank's XLY Position: Q1 2026 in Review

STAR Financial Bank reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 15% in Q1 2026, selling an estimated $55.4K and leaving 2,792 shares worth $304K. The position accounts for 0.14% of the portfolio, ranked #79.

STAR Financial Bank first reported a position in XLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $429K in Q4 2024. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

STAR Financial Bank held 2,792 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $304K as of Q1 2026.
STAR Financial Bank sold 474 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $55.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.14% of STAR Financial Bank's portfolio in Q1 2026, its #79 holding.
STAR Financial Bank first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
STAR Financial Bank's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $429K in Q4 2024.
1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.