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 Q2	$327K	Hold	2,792	–	–	0.13%	77
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 $1.55T 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

STAR Financial Bank's XLY Position: Q2 2026 in Review

STAR Financial Bank held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,792 shares worth $327K. The position accounts for 0.13% of the portfolio, ranked #77.

STAR Financial Bank first reported a position in XLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $429K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

STAR Financial Bank held 2,792 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $327K as of Q2 2026.
STAR Financial Bank 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 0.13% of STAR Financial Bank's portfolio in Q2 2026, its #77 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 15 quarters since.
STAR Financial Bank's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $429K in Q4 2024.
1,311 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.