Stonebridge Financial Group, LLC/CA’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$1.05M	Buy	+9,002	New	+$1.05M	0.15%	105

Other funds holding XLY

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

MIH

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's XLY Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 9,002 shares worth $1.05M. The stake represents 0.15% of the portfolio and ranks #105 among its holdings.

1,122 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 9,002 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.05M as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.15% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #105 holding.
1,122 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.