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

LMR Partners’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
2025 Q2	–	Sell	-406,200	Closed	-$40.1M	–	1696
2025 Q1	$40.1M	Buy	+406,200	New	+$44.1M	0.38%	56
2024 Q1	–	Sell	-303,800	Closed	-$27.2M	–	1345
2023 Q4	$27.2M	Hold	303,800	–	–	0.31%	73
2023 Q3	$24.5M	Hold	303,800	–	–	0.27%	82
2023 Q2	$25.8M	Buy	+303,800	New	+$23.3M	0.29%	85

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

LMR Partners's XLY Position: Q2 2026 in Review

LMR Partners opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 12,650 shares worth $1.48M. The stake represents 0.01% of the portfolio and ranks #971 among its holdings. This is a return to the name: LMR Partners previously reported a position in XLY as recently as Q1 2025.

LMR Partners first reported a position in XLY in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.72M in Q4 2024. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

LMR Partners held 12,650 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.48M as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new LMR Partners position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of LMR Partners's portfolio in Q2 2026, its #971 holding.
LMR Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 3 quarters since.
LMR Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.72M in Q4 2024.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.