Bearing Point Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$208K Hold
1,910
0.03% 165
2025
Q4
$228K Buy
+1,910
New +$226K 0.04% 174
2025
Q1
Sell
-1,910
Closed -$214K 177
2024
Q4
$214K Buy
+1,910
New +$204K 0.04% 156

Other funds holding XLY

Bearing Point Capital's XLY Position: Q1 2026 in Review

Bearing Point Capital held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 1,910 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #165.

Bearing Point Capital first reported a position in XLY in Q4 2024 and has held it in 3 quarters since. The position peaked at $228K in Q4 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Bearing Point Capital held 1,910 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $208K as of Q1 2026.
  • Bearing Point Capital left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Bearing Point Capital's portfolio in Q1 2026, its #165 holding.
  • Bearing Point Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 3 quarters since.
  • Bearing Point Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $228K in Q4 2025.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.