Steigerwald Gordon & Koch’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Steigerwald Gordon & Koch’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	$102K	Hold	870	–	–	0.01%	219
2026 Q1	$94.8K	Hold	870	–	–	0.01%	218
2025 Q4	$104K	Hold	870	–	–	0.01%	205
2025 Q3	$104K	Buy	+870	New	+$99.6K	0.01%	206

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

Steigerwald Gordon & Koch's XLY Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 870 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #219.

Steigerwald Gordon & Koch first reported a position in XLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $104K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Steigerwald Gordon & Koch held 870 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $102K as of Q2 2026.
Steigerwald Gordon & Koch 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 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #219 holding.
Steigerwald Gordon & Koch first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Steigerwald Gordon & Koch's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $104K 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 Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.