Luminist Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Luminist Capital's XLY Position: Q2 2026 in Review
Luminist Capital increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 26% in Q2 2026, buying an estimated $263K and bringing the position to 10,962 shares worth $1.29M. The position accounts for 1.45% of the portfolio, ranked #18.
Luminist Capital first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q3 2025. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Luminist Capital held 10,962 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.29M as of Q2 2026.
- Luminist Capital bought 2,251 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $263K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 1.45% of Luminist Capital's portfolio in Q2 2026, its #18 holding.
- Luminist Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
- Luminist Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.42M in Q3 2025.
- 1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.