Dmitry Balyasny’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Dmitry Balyasny's XLY Position: Q2 2026 in Review

Dmitry Balyasny increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.6% in Q2 2026, buying an estimated $332K and bringing the position to 64,353 shares worth $7.55M. The position accounts for 0.01% of the portfolio, ranked #1192.

Dmitry Balyasny first reported a position in XLY in Q2 2013 and has held it in 25 quarters since. The position peaked at $46.4M in Q1 2023. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

• Dmitry Balyasny held 64,353 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $7.55M as of Q2 2026.
• Dmitry Balyasny bought 2,845 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $332K.
• State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1192 holding.
• Dmitry Balyasny first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 25 quarters since.
• Dmitry Balyasny's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $46.4M in Q1 2023.
• 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.