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Zullo Investment Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Zullo Investment 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
Q1 		$2.67M Buy
24,482
+1,191
+5% +$139K 1.01% 20
2025
Q4 		$2.78M Sell
23,291
-129
-0.6% -$15.3K 1.02% 17
2025
Q3 		$2.81M Buy
23,420
+458
+2% +$52.4K 1.04% 18
2025
Q2 		$2.5M Buy
22,962
+416
+2% +$42.5K 1.01% 20
2025
Q1 		$2.23M Buy
22,546
+46
+0.2% +$4.99K 0.95% 27
2024
Q4 		$2.52M Sell
22,500
-872
-4% -$93.3K 1.02% 19
2024
Q3 		$2.34M Buy
23,372
+332
+1% +$31K 0.97% 25
2024
Q2 		$2.1M Buy
23,040
+612
+3% +$54.4K 0.92% 23
2024
Q1 		$2.06M Buy
22,428
+562
+3% +$50K 0.97% 23
2023
Q4 		$1.96M Sell
21,866
-136
-0.6% -$11.3K 1% 24
2023
Q3 		$1.77M Buy
22,002
+1,242
+6% +$105K 1.04% 24
2023
Q2 		$1.76M Buy
20,760
+442
+2% +$33.8K 1.01% 24
2023
Q1 		$1.52M Buy
20,318
+1,344
+7% +$96.4K 0.95% 27
2022
Q4 		$1.23M Buy
18,974
+814
+4% +$56.8K 0.75% 34
2022
Q3 		$1.29M Buy
18,160
+2,068
+13% +$162K 0.83% 26
2022
Q2 		$1.11M Buy
16,092
+1,248
+8% +$98.3K 0.69% 33
2022
Q1 		$1.37M Buy
14,844
+1,278
+9% +$117K 0.71% 28
2021
Q4 		$1.39M Buy
+13,566
New +$1.35M 0.71% 28

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Zullo Investment Group's XLY Position: Q1 2026 in Review

Zullo Investment Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.1% in Q1 2026, buying an estimated $139K and bringing the position to 24,482 shares worth $2.67M. The position accounts for 1.01% of the portfolio, ranked #20.

Zullo Investment Group first reported a position in XLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.81M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Zullo Investment Group held 24,482 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.67M as of Q1 2026.
  • Zullo Investment Group bought 1,191 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $139K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 1.01% of Zullo Investment Group's portfolio in Q1 2026, its #20 holding.
  • Zullo Investment Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • Zullo Investment Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.81M in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.