Beaumont Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Beaumont Capital 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	$5.17M	Buy	+44,104	New	+$5.15M	5.99%	11
2026 Q1	–	Sell	-40,636	Closed	-$4.85M	–	43
2025 Q4	$4.85M	Sell	40,636 -774	-2%	-$91.8K	5.98%	9
2025 Q3	$4.96M	Sell	41,410 -14,232	-26%	-$1.63M	3.29%	13
2025 Q2	$6.05M	Buy	+55,642	New	+$5.69M	4.14%	8
2023 Q4	–	Sell	-2,620	Closed	-$211K	–	51
2023 Q3	$211K	Buy	+2,620	New	+$222K	0.15%	37
2022 Q4	–	Sell	-5,224	Closed	-$372K	–	53
2022 Q3	$372K	Buy	+5,224	New	+$409K	0.37%	31
2022 Q2	–	Sell	-75,584	Closed	-$6.99M	–	47
2022 Q1	$6.99M	Buy	75,584 +9,028	+14%	+$827K	4.5%	11
2021 Q4	$6.8M	Sell	66,556 -20,406	-23%	-$2.03M	3.93%	13
2021 Q3	$7.8M	Buy	86,962 +13,288	+18%	+$1.21M	6.69%	10
2021 Q2	$6.58M	Sell	73,674 -1,586	-2%	-$138K	6.47%	11
2021 Q1	$6.33M	Sell	75,260 -16,500	-18%	-$1.37M	6.28%	12
2020 Q4	$7.38M	Buy	+91,760	New	+$7.07M	7.37%	1

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

Beaumont Capital Management's XLY Position: Q2 2026 in Review

Beaumont Capital Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 44,104 shares worth $5.17M. The stake represents 5.99% of the portfolio and ranks #11 among its holdings. This is a return to the name: Beaumont Capital Management previously reported a position in XLY as recently as Q4 2025.

Beaumont Capital Management first reported a position in XLY in Q4 2020 and has held it in 12 quarters since. The position peaked at $7.8M in Q3 2021. 1,311 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Beaumont Capital Management held 44,104 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.17M as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Beaumont Capital Management position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 5.99% of Beaumont Capital Management's portfolio in Q2 2026, its #11 holding.
Beaumont Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 12 quarters since.
Beaumont Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7.8M in Q3 2021.
1,311 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Beaumont Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.