Sterling Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Sterling Investment 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	$252K	Sell	2,146 -239	-10%	-$27.9K	0.14%	60
2026 Q1	$260K	Sell	2,385 -22	-0.9%	-$2.57K	0.16%	58
2025 Q4	$287K	Buy	2,407 +115	+5%	+$13.6K	0.16%	61
2025 Q3	$275K	Sell	2,292 -128	-5%	-$14.6K	0.17%	63
2025 Q2	$263K	Sell	2,420 -112	-4%	-$11.5K	0.17%	53
2025 Q1	$250K	Buy	2,532 +10	+0.4%	+$1.08K	0.18%	52
2024 Q4	$283K	Sell	2,522 -908	-26%	-$97.1K	0.22%	52
2024 Q3	$344K	Sell	3,430 -24	-0.7%	-$2.24K	0.26%	48
2024 Q2	$315K	Sell	3,454 -504	-13%	-$44.8K	0.24%	52
2024 Q1	$364K	Sell	3,958 -140	-3%	-$12.5K	0.26%	51
2023 Q4	$366K	Sell	4,098 -1,208	-23%	-$100K	0.27%	51
2023 Q3	$427K	Sell	5,306 -268	-5%	-$22.7K	0.38%	44
2023 Q2	$473K	Sell	5,574 -144	-3%	-$11K	0.38%	50
2023 Q1	$428K	Sell	5,718 -352	-6%	-$25.2K	0.34%	51
2022 Q4	$392K	Buy	6,070 +1,208	+25%	+$84.2K	0.31%	52
2022 Q3	$346K	Sell	4,862 -62	-1%	-$4.85K	0.29%	51
2022 Q2	$338K	Sell	4,924 -128	-3%	-$10.1K	0.28%	61
2022 Q1	$467K	Sell	5,052 -718	-12%	-$65.8K	0.33%	61
2021 Q4	$590K	Sell	5,770 -24	-0.4%	-$2.39K	0.37%	58
2021 Q3	$520K	Sell	5,794 -54	-0.9%	-$4.91K	0.33%	60
2021 Q2	$522K	Sell	5,848 -140	-2%	-$12.2K	0.34%	55
2021 Q1	$503K	Sell	5,988 -364	-6%	-$30.3K	0.34%	49
2020 Q4	$511K	Sell	6,352 -476	-7%	-$36.7K	0.36%	50
2020 Q3	$502K	Sell	6,828 -60	-0.9%	-$4.25K	0.38%	52
2020 Q2	$440K	Sell	6,888 -270	-4%	-$15.9K	0.34%	50
2020 Q1	$351K	Sell	7,158 -344	-5%	-$20.3K	0.31%	54
2019 Q4	$470K	Buy	7,502 +108	+1%	+$6.57K	0.31%	52
2019 Q3	$446K	Sell	7,394 -184	-2%	-$11.1K	0.33%	47
2019 Q2	$452K	Buy	7,578 +1,548	+26%	+$90.6K	0.35%	48
2019 Q1	$343K	Sell	6,030 -726	-11%	-$39.4K	0.27%	51
2018 Q4	$334K	Buy	6,756 +44	+0.7%	+$2.33K	0.28%	45
2018 Q3	$393K	Sell	6,712 -1,746	-21%	-$99.4K	0.29%	47
2018 Q2	$462K	Buy	8,458 +948	+13%	+$50.1K	0.36%	47
2018 Q1	$380K	Sell	7,510 -744	-9%	-$38.8K	0.31%	45
2017 Q4	$407K	Buy	8,254 +2,282	+38%	+$107K	0.43%	43
2017 Q3	$269K	Buy	5,972 +480	+9%	+$21.6K	0.37%	41
2017 Q2	$246K	Sell	5,492 -244	-4%	-$10.9K	0.32%	42
2017 Q1	$252K	Buy	+5,736	New	+$246K	0.35%	41

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

Sterling Investment Management's XLY Position: Q2 2026 in Review

Sterling Investment Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 10% in Q2 2026, selling an estimated $27.9K and leaving 2,146 shares worth $252K. The position accounts for 0.14% of the portfolio, ranked #60.

Sterling Investment Management first reported a position in XLY in Q1 2017 and has held it in 38 quarters since. The position peaked at $590K in Q4 2021. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Sterling Investment Management held 2,146 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $252K as of Q2 2026.
Sterling Investment Management sold 239 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $27.9K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.14% of Sterling Investment Management's portfolio in Q2 2026, its #60 holding.
Sterling Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2017 and has held it in 38 quarters since.
Sterling Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $590K in Q4 2021.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.