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

Zacks 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	$247K	Sell	2,107 -767	-27%	-$89.5K	﹤0.01%	641
2026 Q1	$313K	Buy	2,874 +26	+0.9%	+$3.04K	﹤0.01%	575
2025 Q4	$340K	Buy	2,848 +700	+33%	+$83K	﹤0.01%	561
2025 Q3	$257K	Buy	2,148 +254	+13%	+$29.1K	﹤0.01%	618
2025 Q2	$206K	Sell	1,894 -1,176	-38%	-$120K	﹤0.01%	642
2025 Q1	$303K	Buy	3,070 +824	+37%	+$89.4K	﹤0.01%	548
2024 Q4	$252K	Sell	2,246 -1,114	-33%	-$119K	﹤0.01%	591
2024 Q3	$337K	Sell	3,360 -908	-21%	-$84.9K	﹤0.01%	538
2024 Q2	$389K	Buy	4,268 +1,374	+47%	+$122K	﹤0.01%	483
2024 Q1	$266K	Buy	2,894 +42	+1%	+$3.74K	﹤0.01%	562
2023 Q4	$255K	Sell	2,852 -274	-9%	-$22.7K	﹤0.01%	552
2023 Q3	$252K	Buy	3,126 +274	+10%	+$23.2K	﹤0.01%	539
2023 Q2	$242K	Hold	2,852	–	–	﹤0.01%	570
2023 Q1	$213K	Sell	2,852 -1,744	-38%	-$125K	﹤0.01%	573
2022 Q4	$297K	Buy	4,596 +128	+3%	+$8.93K	﹤0.01%	505
2022 Q3	$318K	Sell	4,468 -74	-2%	-$5.79K	0.01%	477
2022 Q2	$312K	Buy	4,542 +522	+13%	+$41.1K	﹤0.01%	482
2022 Q1	$372K	Buy	+4,020	New	+$368K	0.01%	486
2021 Q4	–	Sell	-6,350	Closed	-$570K	–	689
2021 Q3	$570K	Buy	+6,350	New	+$577K	0.01%	439

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

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

Zacks Investment Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 27% in Q2 2026, selling an estimated $89.5K and leaving 2,107 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Zacks Investment Management first reported a position in XLY in Q3 2021 and has held it in 19 quarters since. The position peaked at $570K in Q3 2021. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Zacks Investment Management held 2,107 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $247K as of Q2 2026.
Zacks Investment Management sold 767 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $89.5K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #641 holding.
Zacks Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Zacks Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $570K in Q3 2021.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.