TBH Global Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

TBH Global Asset 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	$301K	Sell	2,570 -60	-2%	-$7K	0.06%	236
2026 Q1	$287K	Sell	2,630 -17,201	-87%	-$2.01M	0.06%	222
2025 Q4	$1.56M	Buy	19,831 +17,261	+672%	+$2.05M	0.26%	79
2025 Q3	$308K	Buy	+2,570	New	+$294K	0.06%	216
2025 Q1	–	Sell	-2,870	Closed	-$322K	–	230
2024 Q4	$322K	Hold	2,870	–	–	0.08%	191
2024 Q3	$288K	Buy	2,870 +44	+2%	+$4.11K	0.06%	212
2024 Q2	$258K	Hold	2,826	–	–	0.06%	218
2024 Q1	$260K	Hold	2,826	–	–	0.05%	231
2023 Q4	$253K	Sell	2,826 -1,442	-34%	-$119K	0.05%	220
2023 Q3	$344K	Buy	4,268 +200	+5%	+$16.9K	0.07%	193
2023 Q2	$345K	Hold	4,068	–	–	0.07%	180
2023 Q1	$304K	Buy	+4,068	New	+$292K	0.06%	180
2020 Q4	–	Sell	-6,194	Closed	-$455K	–	187
2020 Q3	$455K	Sell	6,194 -108	-2%	-$7.64K	0.16%	105
2020 Q2	$402K	Buy	+6,302	New	+$372K	0.16%	102

Other funds holding XLY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

TBH Global Asset Management's XLY Position: Q2 2026 in Review

TBH Global Asset Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.3% in Q2 2026, selling an estimated $7K and leaving 2,570 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #236.

TBH Global Asset Management first reported a position in XLY in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.56M in Q4 2025. 860 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

TBH Global Asset Management held 2,570 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $301K as of Q2 2026.
TBH Global Asset Management sold 60 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of TBH Global Asset Management's portfolio in Q2 2026, its #236 holding.
TBH Global Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2020 and has held it in 14 quarters since.
TBH Global Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.56M in Q4 2025.
860 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.