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

Kanawha Capital Management’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 Q1	$1.3M	Sell	11,902 -46	-0.4%	-$5.38K	0.09%	113
2025 Q4	$1.43M	Sell	11,948 -30	-0.3%	-$3.56K	0.1%	106
2025 Q3	$1.44M	Sell	11,978 -730	-6%	-$83.5K	0.1%	101
2025 Q2	$1.38M	Buy	12,708 +100	+0.8%	+$10.2K	0.1%	102
2025 Q1	$1.24M	Sell	12,608 -30	-0.2%	-$3.25K	0.1%	107
2024 Q4	$1.42M	Sell	12,638 -32	-0.3%	-$3.42K	0.11%	104
2024 Q3	$1.27M	Sell	12,670 -232	-2%	-$21.7K	0.09%	115
2024 Q2	$1.18M	Sell	12,902 -296	-2%	-$26.3K	0.09%	116
2024 Q1	$1.21M	Sell	13,198 -40	-0.3%	-$3.56K	0.1%	112
2023 Q4	$1.18M	Sell	13,238 -254	-2%	-$21K	0.11%	103
2023 Q3	$1.09M	Sell	13,492 -140	-1%	-$11.8K	0.11%	102
2023 Q2	$1.16M	Sell	13,632 -134	-1%	-$10.3K	0.11%	102
2023 Q1	$1.03M	Sell	13,766 -130	-0.9%	-$9.32K	0.1%	106
2022 Q4	$897K	Sell	13,896 -60	-0.4%	-$4.18K	0.09%	113
2022 Q3	$994K	Sell	13,956 -82	-0.6%	-$6.42K	0.11%	104
2022 Q2	$965K	Buy	14,038 +74	+0.5%	+$5.83K	0.1%	105
2022 Q1	$1.29M	Buy	13,964 +98	+0.7%	+$8.98K	0.11%	101
2021 Q4	$1.42M	Sell	13,866 -260	-2%	-$25.9K	0.12%	98
2021 Q3	$1.27M	Buy	14,126 +156	+1%	+$14.2K	0.12%	102
2021 Q2	$1.25M	Buy	13,970 +40	+0.3%	+$3.48K	0.11%	105
2021 Q1	$1.17M	Sell	13,930 -68	-0.5%	-$5.66K	0.11%	102
2020 Q4	$1.13M	Sell	13,998 -22	-0.2%	-$1.7K	0.12%	100
2020 Q3	$1.03M	Sell	14,020 -100	-0.7%	-$7.08K	0.12%	96
2020 Q2	$902K	Buy	14,120 +80	+0.6%	+$4.72K	0.11%	98
2020 Q1	$689K	Buy	14,040 +160	+1%	+$9.45K	0.1%	99
2019 Q4	$870K	Buy	13,880 +766	+6%	+$46.6K	0.1%	103
2019 Q3	$791K	Buy	13,114 +70	+0.5%	+$4.22K	0.1%	104
2019 Q2	$777K	Buy	13,044 +380	+3%	+$22.2K	0.1%	106
2019 Q1	$721K	Buy	12,664 +490	+4%	+$26.6K	0.1%	100
2018 Q4	$603K	Buy	12,174 +5,760	+90%	+$305K	0.09%	105
2018 Q3	$376K	Buy	6,414 +590	+10%	+$33.6K	0.05%	139
2018 Q2	$318K	Sell	5,824 -10	-0.2%	-$528	0.05%	138
2018 Q1	$295K	Sell	5,834 -10	-0.2%	-$521	0.04%	145
2017 Q4	$288K	Buy	5,844 +400	+7%	+$18.8K	0.04%	144
2017 Q3	$245K	Sell	5,444 -70	-1%	-$3.15K	0.04%	156
2017 Q2	$247K	Hold	5,514	–	–	0.04%	153
2017 Q1	$242K	Sell	5,514 -70	-1%	-$3K	0.04%	152
2016 Q4	$227K	Sell	5,584 -4,820	-46%	-$195K	0.04%	155
2016 Q3	$416K	Sell	10,404 -50	-0.5%	-$2.01K	0.07%	127
2016 Q2	$408K	Buy	10,454 +5,130	+96%	+$202K	0.07%	126
2016 Q1	$211K	Hold	5,324	–	–	0.04%	165
2015 Q4	$208K	Sell	5,324 -250	-4%	-$9.92K	0.04%	157
2015 Q3	$207K	Sell	5,574 -60	-1%	-$2.31K	0.04%	152
2015 Q2	$215K	Buy	5,634 +230	+4%	+$8.8K	0.04%	157
2015 Q1	$204K	Buy	+5,404	New	+$199K	0.04%	157

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kanawha Capital Management's XLY Position: Q1 2026 in Review

Kanawha Capital Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.39% in Q1 2026, selling an estimated $5.38K and leaving 11,902 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #113.

Kanawha Capital Management first reported a position in XLY in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.44M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Kanawha Capital Management held 11,902 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.3M as of Q1 2026.
Kanawha Capital Management sold 46 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $5.38K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Kanawha Capital Management's portfolio in Q1 2026, its #113 holding.
Kanawha Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and has held it in 45 quarters since.
Kanawha Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.44M in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.