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

Kathmere 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 Q2	$492K	Sell	4,198 -180	-4%	-$21K	0.03%	404
2026 Q1	$477K	Hold	4,378	–	–	0.03%	367
2025 Q4	$523K	Sell	4,378 -368	-8%	-$43.6K	0.04%	308
2025 Q3	$569K	Sell	4,746 -62	-1%	-$7.09K	0.04%	269
2025 Q2	$522K	Sell	4,808 -60	-1%	-$6.13K	0.04%	268
2025 Q1	$481K	Hold	4,868	–	–	0.04%	251
2024 Q4	$546K	Buy	4,868 +548	+13%	+$58.6K	0.05%	205
2024 Q3	$433K	Buy	4,320 +176	+4%	+$16.5K	0.04%	224
2024 Q2	$378K	Hold	4,144	–	–	0.04%	217
2024 Q1	$381K	Buy	+4,144	New	+$369K	0.04%	196
2021 Q1	–	Sell	-1,496	Closed	-$120K	–	414
2020 Q4	$120K	Sell	1,496 -4	-0.3%	-$308	0.03%	179
2020 Q3	$110K	Buy	+1,500	New	+$106K	0.03%	168

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Kathmere Capital Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.1% in Q2 2026, selling an estimated $21K and leaving 4,198 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #404.

Kathmere Capital Management first reported a position in XLY in Q3 2020 and has held it in 12 quarters since. The position peaked at $569K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Kathmere Capital Management held 4,198 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $492K as of Q2 2026.
Kathmere Capital Management sold 180 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $21K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Kathmere Capital Management's portfolio in Q2 2026, its #404 holding.
Kathmere Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and has held it in 12 quarters since.
Kathmere Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $569K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.