Regatta Research & Money Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Regatta Research & Money 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	$820K	Buy	+6,998	New	+$817K	0.78%	28

Other funds holding XLY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Regatta Research & Money Management's XLY Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 6,998 shares worth $820K. The stake represents 0.78% of the portfolio and ranks #28 among its holdings.

1,059 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Regatta Research & Money Management held 6,998 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $820K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Regatta Research & Money Management position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.78% of Regatta Research & Money Management's portfolio in Q2 2026, its #28 holding.
1,059 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.