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 Q2	$2.71M	Sell	23,137 -1,345	-5%	-$157K	0.93%	25
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 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

Zullo Investment Group's XLY Position: Q2 2026 in Review

Zullo Investment Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.5% in Q2 2026, selling an estimated $157K and leaving 23,137 shares worth $2.71M. The position accounts for 0.93% of the portfolio, ranked #25.

Zullo Investment Group first reported a position in XLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.81M in Q3 2025. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Zullo Investment Group held 23,137 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.71M as of Q2 2026.
Zullo Investment Group sold 1,345 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $157K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.93% of Zullo Investment Group's portfolio in Q2 2026, its #25 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 19 quarters since.
Zullo Investment Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.81M in Q3 2025.
1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.