JM2 Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

JM2 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	$449K	Sell	3,827 -25	-0.6%	-$2.92K	0.31%	75
2026 Q1	$420K	Buy	3,852 +175	+5%	+$20.5K	0.35%	71
2025 Q4	$439K	Buy	+3,677	New	+$436K	0.35%	74

Other funds holding XLY

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JM2 Capital's XLY Position: Q2 2026 in Review

JM2 Capital reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.65% in Q2 2026, selling an estimated $2.92K and leaving 3,827 shares worth $449K. The position accounts for 0.31% of the portfolio, ranked #75.

JM2 Capital first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. 805 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

JM2 Capital held 3,827 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $449K as of Q2 2026.
JM2 Capital sold 25 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $2.92K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.31% of JM2 Capital's portfolio in Q2 2026, its #75 holding.
JM2 Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
805 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.