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

Jane Street’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	$8.8M	Buy	75,012 +71,067	+1,801%	+$8.3M	﹤0.01%	2985
2026 Q1	$430K	Buy	+3,945	New	+$461K	﹤0.01%	8403
2025 Q3	–	Sell	-7,034	Closed	-$805K	–	11911
2025 Q2	$764K	Sell	7,034 -261,296	-97%	-$26.7M	﹤0.01%	6106
2025 Q1	$26.5M	Buy	268,330 +218,106	+434%	+$23.7M	0.01%	1080
2024 Q4	$5.63M	Sell	50,224 -202,978	-80%	-$21.7M	﹤0.01%	2507
2024 Q3	$25.4M	Buy	253,202 +142,774	+129%	+$13.3M	0.01%	1068
2024 Q2	$10.1M	Sell	110,428 -454,984	-80%	-$40.4M	﹤0.01%	2043
2024 Q1	$52M	Buy	565,412 +456,666	+420%	+$40.7M	0.01%	608
2023 Q4	$9.72M	Buy	108,746 +105,396	+3,146%	+$8.73M	﹤0.01%	1995
2023 Q3	$270K	Sell	3,350 -16,650	-83%	-$1.41M	﹤0.01%	7220
2023 Q2	$1.7M	Sell	20,000 -129,724	-87%	-$9.93M	﹤0.01%	4404
2023 Q1	$11.2M	Buy	149,724 +27,912	+23%	+$2M	﹤0.01%	1529
2022 Q4	$7.87M	Sell	121,812 -330,206	-73%	-$23M	﹤0.01%	1889
2022 Q3	$32.2M	Buy	452,018 +303,440	+204%	+$23.7M	0.01%	741
2022 Q2	$10.2M	Buy	148,578 +145,502	+4,730%	+$11.5M	﹤0.01%	1717
2022 Q1	$285K	Sell	3,076 -456,722	-99%	-$41.8M	﹤0.01%	8478
2021 Q4	$47M	Buy	459,798 +145,818	+46%	+$14.5M	0.02%	681
2021 Q3	$28.2M	Sell	313,980 -161,212	-34%	-$14.6M	0.01%	899
2021 Q2	$42.4M	Sell	475,192 -298,502	-39%	-$26M	0.02%	630
2021 Q1	$65M	Buy	+773,694	New	+$64.4M	0.03%	403
2020 Q4	–	Sell	-6,362	Closed	-$490K	–	8210
2020 Q3	$468K	Sell	6,362 -23,950	-79%	-$1.69M	﹤0.01%	5254
2020 Q2	$1.94M	Sell	30,312 -615,066	-95%	-$36.3M	﹤0.01%	3113
2020 Q1	$31.6M	Buy	645,378 +633,188	+5,194%	+$37.4M	0.03%	337
2019 Q4	$765K	Sell	12,190 -464,042	-97%	-$28.2M	﹤0.01%	3142
2019 Q3	$28.7M	Buy	476,232 +67,514	+17%	+$4.07M	0.05%	273
2019 Q2	$24.4M	Buy	408,718 +111,834	+38%	+$6.54M	0.04%	325
2019 Q1	$16.9M	Sell	296,884 -478,414	-62%	-$25.9M	0.03%	459
2018 Q4	$38.4M	Buy	775,298 +759,026	+4,665%	+$40.1M	0.08%	174
2018 Q3	$953K	Buy	16,272 +12,190	+299%	+$694K	﹤0.01%	2815
2018 Q2	$223K	Sell	4,082 -515,518	-99%	-$27.2M	﹤0.01%	4453
2018 Q1	$26.3M	Buy	+519,600	New	+$27.1M	0.07%	225
2017 Q4	–	Sell	-88,754	Closed	-$4.18M	–	5267
2017 Q3	$4M	Sell	88,754 -123,036	-58%	-$5.53M	0.01%	1037
2017 Q2	$9.49M	Buy	211,790 +161,790	+324%	+$7.25M	0.03%	483
2017 Q1	$2.2M	Sell	50,000 -214,818	-81%	-$9.2M	0.01%	1298
2016 Q4	$10.8M	Buy	264,818 +93,062	+54%	+$3.76M	0.05%	323
2016 Q3	$6.87M	Sell	171,756 -7,280	-4%	-$293K	0.03%	443
2016 Q2	$6.99M	Buy	179,036 +118,116	+194%	+$4.65M	0.03%	483
2016 Q1	$2.41M	Buy	60,920 +45,564	+297%	+$1.7M	0.01%	1023
2015 Q4	$600K	Buy	+15,356	New	+$609K	﹤0.01%	2288
2015 Q3	–	Sell	-11,276	Closed	-$431K	–	4239
2015 Q2	$431K	Sell	11,276 -10,932	-49%	-$418K	﹤0.01%	2446
2015 Q1	$837K	Buy	+22,208	New	+$816K	0.01%	1530
2014 Q2	–	Sell	-132,244	Closed	-$4.28M	–	3216
2014 Q1	$4.28M	Buy	+132,244	New	+$4.31M	0.05%	283

Other funds holding XLY

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street's XLY Position: Q2 2026 in Review

Jane Street increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1,801% in Q2 2026, buying an estimated $8.3M and bringing the position to 75,012 shares worth $8.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2985.

Jane Street first reported a position in XLY in Q1 2014 and has held it in 42 quarters since. The position peaked at $65M in Q1 2021. 1,259 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Jane Street held 75,012 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $8.8M as of Q2 2026.
Jane Street bought 71,067 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $8.3M.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Jane Street's portfolio in Q2 2026, its #2985 holding.
Jane Street first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2014 and has held it in 42 quarters since.
Jane Street's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $65M in Q1 2021.
1,259 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Jane Street's 13F filing for Q2 2026, filed 14 Aug 2026.