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

Fjell 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	$723K	Buy	6,165 +144	+2%	+$16.8K	0.49%	45
2026 Q1	$656K	Buy	6,021 +992	+20%	+$116K	0.5%	42
2025 Q4	$601K	Buy	5,029 +213	+4%	+$25.3K	0.46%	43
2025 Q3	$577K	Buy	4,816 +2,822	+142%	+$323K	0.51%	40
2025 Q2	$217K	Buy	+1,994	New	+$204K	0.2%	50
2025 Q1	–	Sell	-2,322	Closed	-$260K	–	58
2024 Q4	$260K	Buy	+2,322	New	+$248K	0.27%	50

Other funds holding XLY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Fjell Capital's XLY Position: Q2 2026 in Review

Fjell Capital increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.4% in Q2 2026, buying an estimated $16.8K and bringing the position to 6,165 shares worth $723K. The position accounts for 0.49% of the portfolio, ranked #45.

Fjell Capital first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Fjell Capital held 6,165 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $723K as of Q2 2026.
Fjell Capital bought 144 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $16.8K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.49% of Fjell Capital's portfolio in Q2 2026, its #45 holding.
Fjell Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Fjell Capital's 13F filing for Q2 2026, filed 15 Jul 2026.