Kennicott Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Kennicott Capital Management's XLY Position: Q2 2026 in Review
Kennicott Capital Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.8% in Q2 2026, selling an estimated $122K and leaving 36,687 shares worth $4.3M. The position accounts for 1.99% of the portfolio, ranked #10.
Kennicott Capital Management first reported a position in XLY in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.46M in Q1 2022. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Kennicott Capital Management held 36,687 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.3M as of Q2 2026.
- Kennicott Capital Management sold 1,042 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $122K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 1.99% of Kennicott Capital Management's portfolio in Q2 2026, its #10 holding.
- Kennicott Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
- Kennicott Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.46M in Q1 2022.
- 1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Kennicott Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.