Bramshill Investments’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bramshill Investments’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	$880K	Sell	7,500 -4,000	-35%	-$467K	0.07%	76
2026 Q1	$1.25M	Buy	11,500 +3,000	+35%	+$351K	0.11%	49
2025 Q4	$1.01M	Buy	+8,500	New	+$1.01M	0.06%	61

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

Bramshill Investments's XLY Position: Q2 2026 in Review

Bramshill Investments reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 35% in Q2 2026, selling an estimated $467K and leaving 7,500 shares worth $880K. The position accounts for 0.07% of the portfolio, ranked #76.

Bramshill Investments first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q1 2026. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Bramshill Investments held 7,500 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $880K as of Q2 2026.
Bramshill Investments sold 4,000 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $467K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Bramshill Investments's portfolio in Q2 2026, its #76 holding.
Bramshill Investments first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Bramshill Investments's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.25M in Q1 2026.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.