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

Allen 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	$534K	Hold	4,556	–	–	0.01%	184
2026 Q1	$497K	Hold	4,556	–	–	0.01%	192
2025 Q4	$544K	Hold	4,556	–	–	0.01%	183
2025 Q3	$546K	Hold	4,556	–	–	0.01%	160
2025 Q2	$495K	Hold	4,556	–	–	0.01%	161
2025 Q1	$450K	Hold	4,556	–	–	0.01%	168
2024 Q4	$511K	Hold	4,556	–	–	0.01%	161
2024 Q3	$456K	Hold	4,556	–	–	0.01%	179
2024 Q2	$416K	Hold	4,556	–	–	0.01%	181
2024 Q1	$419K	Hold	4,556	–	–	0.01%	170
2023 Q4	$407K	Hold	4,556	–	–	0.01%	176
2023 Q3	$367K	Hold	4,556	–	–	0.01%	189
2023 Q2	$387K	Hold	4,556	–	–	0.01%	177
2023 Q1	$341K	Hold	4,556	–	–	0.01%	184
2022 Q4	$294K	Hold	4,556	–	–	﹤0.01%	189
2022 Q3	$325K	Hold	4,556	–	–	0.01%	180
2022 Q2	$313K	Hold	4,556	–	–	0.01%	195
2022 Q1	$421K	Hold	4,556	–	–	0.01%	190
2021 Q4	$466K	Hold	4,556	–	–	0.01%	187
2021 Q3	$409K	Hold	4,556	–	–	0.01%	156
2021 Q2	$407K	Hold	4,556	–	–	0.01%	149
2021 Q1	$383K	Hold	4,556	–	–	0.01%	153
2020 Q4	$366K	Hold	4,556	–	–	0.01%	152
2020 Q3	$335K	Hold	4,556	–	–	0.01%	146
2020 Q2	$291K	Hold	4,556	–	–	0.01%	151
2020 Q1	$223K	Hold	4,556	–	–	0.01%	164
2019 Q4	$286K	Hold	4,556	–	–	0.01%	158
2019 Q3	$275K	Hold	4,556	–	–	0.01%	173
2019 Q2	$272K	Hold	4,556	–	–	0.01%	177
2019 Q1	$259K	Buy	+4,556	New	+$247K	0.01%	177

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

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

Allen Investment Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 4,556 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #184.

Allen Investment Management first reported a position in XLY in Q1 2019 and has held it in 30 quarters since. The position peaked at $546K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Allen Investment Management held 4,556 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $534K as of Q2 2026.
Allen Investment Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #184 holding.
Allen Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
Allen Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $546K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.