May Hill Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$289K Hold
2,649
0.07% 177
2025
Q4
$316K Buy
+2,649
New +$314K 0.09% 146
2025
Q3
Sell
-3,062
Closed -$333K 220
2025
Q2
$333K Buy
+3,062
New +$313K 0.11% 130

Other funds holding XLY

May Hill Capital's XLY Position: Q1 2026 in Review

May Hill Capital held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 2,649 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #177.

May Hill Capital first reported a position in XLY in Q2 2025 and has held it in 3 quarters since. The position peaked at $333K in Q2 2025. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • May Hill Capital held 2,649 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $289K as of Q1 2026.
  • May Hill Capital left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of May Hill Capital's portfolio in Q1 2026, its #177 holding.
  • May Hill Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and has held it in 3 quarters since.
  • May Hill Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $333K in Q2 2025.
  • 1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on May Hill Capital's 13F filing for Q1 2026, filed 6 May 2026.