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

Summit Financial’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	$3.58M	Sell	30,485 -1,969	-6%	-$230K	0.04%	441
2026 Q1	$3.54M	Buy	32,454 +23,058	+245%	+$2.69M	0.05%	411
2025 Q4	$1.12M	Sell	9,396 -106	-1%	-$12.6K	0.02%	628
2025 Q3	$1.14M	Sell	9,502 -28,780	-75%	-$3.29M	0.02%	613
2025 Q2	$4.16M	Buy	38,282 +2,904	+8%	+$297K	0.09%	186
2025 Q1	$3.49M	Buy	35,378 +8,752	+33%	+$949K	0.1%	176
2024 Q4	$2.99M	Buy	26,626 +16,424	+161%	+$1.76M	0.1%	159
2024 Q3	$1.02M	Buy	10,202 +4,796	+89%	+$448K	0.04%	256
2024 Q2	$493K	Buy	+5,406	New	+$480K	0.02%	328

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

Summit Financial's XLY Position: Q2 2026 in Review

Summit Financial reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6.1% in Q2 2026, selling an estimated $230K and leaving 30,485 shares worth $3.58M. The position accounts for 0.04% of the portfolio, ranked #441.

Summit Financial first reported a position in XLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.16M in Q2 2025. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Summit Financial held 30,485 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.58M as of Q2 2026.
Summit Financial sold 1,969 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $230K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #441 holding.
Summit Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Summit Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.16M in Q2 2025.
1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.