Caldwell Sutter Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Caldwell Sutter Capital’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	$233K	Sell	1,984 -790	-28%	-$92.2K	0.09%	202
2026 Q1	$302K	Hold	2,774	–	–	0.12%	172
2025 Q4	$331K	Hold	2,774	–	–	0.14%	151
2025 Q3	$332K	Hold	2,774	–	–	0.14%	154
2025 Q2	$301K	Sell	2,774 -2	-0.1%	-$205	0.14%	151
2025 Q1	$274K	Hold	2,776	–	–	0.13%	161
2024 Q4	$311K	Hold	2,776	–	–	0.14%	151
2024 Q3	$278K	Hold	2,776	–	–	0.13%	159
2024 Q2	$253K	Hold	2,776	–	–	0.13%	169
2024 Q1	$255K	Hold	2,776	–	–	0.12%	164
2023 Q4	$248K	Buy	2,776 +14	+0.5%	+$1.16K	0.13%	158
2023 Q3	$222K	Hold	2,762	–	–	0.12%	162
2023 Q2	$235K	Hold	2,762	–	–	0.12%	160
2023 Q1	$207K	Hold	2,762	–	–	0.15%	119
2022 Q4	$178K	Buy	+2,762	New	+$193K	0.16%	108

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

Caldwell Sutter Capital's XLY Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 28% in Q2 2026, selling an estimated $92.2K and leaving 1,984 shares worth $233K. The position accounts for 0.09% of the portfolio, ranked #202.

Caldwell Sutter Capital first reported a position in XLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $332K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Caldwell Sutter Capital held 1,984 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $233K as of Q2 2026.
Caldwell Sutter Capital sold 790 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $92.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Caldwell Sutter Capital's portfolio in Q2 2026, its #202 holding.
Caldwell Sutter Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $332K 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 Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.