1607 Capital Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

1607 Capital Partners’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	$1.7M	Buy	14,500 +7,500	+107%	+$875K	0.15%	101
2026 Q1	$763K	Buy	+7,000	New	+$818K	0.06%	126
2022 Q1	–	Sell	-22,600	Closed	-$2.31M	–	132
2021 Q4	$2.31M	Sell	22,600 -17,000	-43%	-$1.69M	0.12%	82
2021 Q3	$3.55M	Sell	39,600 -1,200	-3%	-$109K	0.18%	75
2021 Q2	$3.64M	Buy	40,800 +12,000	+42%	+$1.05M	0.18%	78
2021 Q1	$2.42M	Hold	28,800	–	–	0.12%	95
2020 Q4	$2.31M	Buy	+28,800	New	+$2.22M	0.12%	95

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

1607 Capital Partners's XLY Position: Q2 2026 in Review

1607 Capital Partners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 107% in Q2 2026, buying an estimated $875K and bringing the position to 14,500 shares worth $1.7M. The position accounts for 0.15% of the portfolio, ranked #101.

1607 Capital Partners first reported a position in XLY in Q4 2020 and has held it in 7 quarters since. The position peaked at $3.64M in Q2 2021. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

1607 Capital Partners held 14,500 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.7M as of Q2 2026.
1607 Capital Partners bought 7,500 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $875K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.15% of 1607 Capital Partners's portfolio in Q2 2026, its #101 holding.
1607 Capital Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 7 quarters since.
1607 Capital Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.64M in Q2 2021.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on 1607 Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.