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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$402K Sell
3,428
-11,511
-77% -$1.34M 0.23% 148
2026
Q1
$1.63M Sell
14,939
-5,134
-26% -$600K 0.62% 27
2025
Q4
$2.4M Buy
20,073
+16,231
+422% +$1.92M 0.93% 19
2025
Q3
$460K Sell
3,842
-100
-3% -$11.4K 0.18% 183
2025
Q2
$428K Buy
+3,942
New +$403K 0.2% 151
2025
Q1
Sell
-2,446
Closed -$274K 354
2024
Q4
$274K Buy
+2,446
New +$262K 0.14% 211
2024
Q1
Sell
-2,336
Closed -$209K 317
2023
Q4
$209K Buy
+2,336
New +$193K 0.12% 242

Other funds holding XLY

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

Gallacher Capital Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 77% in Q2 2026, selling an estimated $1.34M and leaving 3,428 shares worth $402K. The position accounts for 0.23% of the portfolio, ranked #148.

Gallacher Capital Management first reported a position in XLY in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.4M in Q4 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Gallacher Capital Management held 3,428 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $402K as of Q2 2026.
  • Gallacher Capital Management sold 11,511 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.34M.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.23% of Gallacher Capital Management's portfolio in Q2 2026, its #148 holding.
  • Gallacher Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 7 quarters since.
  • Gallacher Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.4M in Q4 2025.
  • 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.