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

Summit Securities Group’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	$1M	Buy	+8,551	New	+$998K	0.1%	123
2022 Q4	–	Sell	-3,674	Closed	-$262K	–	1421
2022 Q3	$262K	Buy	+3,674	New	+$287K	0.02%	373
2015 Q4	–	Sell	-400	Closed	-$15K	–	468
2015 Q3	$15K	Buy	+400	New	+$15.4K	0.01%	231
2015 Q1	–	Sell	-18,800	Closed	-$678K	–	671
2014 Q4	$678K	Buy	18,800 +11,400	+154%	+$391K	0.19%	89
2014 Q3	$247K	Sell	7,400 -2,000	-21%	-$67.6K	0.07%	191
2014 Q2	$314K	Buy	9,400 +2,200	+31%	+$71.4K	0.11%	123
2014 Q1	$233K	Buy	+7,200	New	+$235K	0.14%	89

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 Securities Group's XLY Position: Q2 2026 in Review

Summit Securities Group opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 8,551 shares worth $1M. The stake represents 0.1% of the portfolio and ranks #123 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in XLY as recently as Q3 2022.

Summit Securities Group first reported a position in XLY in Q1 2014 and has held it in 7 quarters since. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Summit Securities Group held 8,551 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1M as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Summit Securities Group position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Summit Securities Group's portfolio in Q2 2026, its #123 holding.
Summit Securities Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2014 and has held it in 7 quarters since.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.