Millennium Management’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
$122M Sell
1,115,700
-522,500
-32% -$61.1M 0.05% 369
2025
Q4
$196M Buy
1,638,200
+463,800
+39% +$55M 0.08% 202
2025
Q3
$141M Buy
1,174,400
+1,029,400
+710% +$118M 0.06% 296
2025
Q2
$15.8M Sell
145,000
-494,800
-77% -$50.6M 0.01% 1815
2025
Q1
$63.2M Sell
639,800
-1,167,800
-65% -$127M 0.03% 601
2024
Q4
$203M Buy
1,807,600
+328,400
+22% +$35.1M 0.1% 157
2024
Q3
$148M Buy
1,479,200
+731,800
+98% +$68.4M 0.07% 271
2024
Q2
$68.2M Sell
747,400
-1,582,400
-68% -$141M 0.03% 608
2024
Q1
$214M Sell
2,329,800
-369,600
-14% -$32.9M 0.09% 184
2023
Q4
$241M Sell
2,699,400
-741,800
-22% -$61.4M 0.1% 138
2023
Q3
$277M Buy
3,441,200
+1,566,200
+84% +$132M 0.14% 90
2023
Q2
$159M Buy
1,875,000
+738,800
+65% +$56.6M 0.08% 179
2023
Q1
$85M Buy
1,136,200
+195,600
+21% +$14M 0.05% 402
2022
Q4
$60.7M Buy
940,600
+310,000
+49% +$21.6M 0.03% 637
2022
Q3
$44.9M Sell
630,600
-277,400
-31% -$21.7M 0.03% 742
2022
Q2
$62.4M Sell
908,000
-359,800
-28% -$28.3M 0.04% 519
2022
Q1
$117M Sell
1,267,800
-1,398,200
-52% -$128M 0.06% 279
2021
Q4
$273M Buy
2,666,000
+1,020,400
+62% +$102M 0.14% 99
2021
Q3
$148M Buy
1,645,600
+733,800
+80% +$66.7M 0.09% 181
2021
Q2
$81.4M Buy
911,800
+878,400
+2,630% +$76.5M 0.05% 387
2021
Q1
$2.81M Sell
33,400
-834,200
-96% -$69.4M ﹤0.01% 3201
2020
Q4
$69.7M Sell
867,600
-455,800
-34% -$35.1M 0.05% 316
2020
Q3
$97.3K Buy
1,323,400
+707,600
+115% +$50.1M 0.12% 134
2020
Q2
$39.3M Buy
615,800
+588,000
+2,115% +$34.7M 0.05% 387
2020
Q1
$1.36M Sell
27,800
-1,068,600
-97% -$63.1M ﹤0.01% 2276
2019
Q4
$68.8M Sell
1,096,400
-1,905,200
-63% -$116M 0.09% 240
2019
Q3
$181M Buy
3,001,600
+951,400
+46% +$57.3M 0.29% 37
2019
Q2
$122M Buy
2,050,200
+1,250,200
+156% +$73.2M 0.18% 94
2019
Q1
$45.5M Buy
+800,000
New +$43.4M 0.07% 371
2013
Q3
Sell
-36,600
Closed -$1.03M 3619
2013
Q2
$1.03M Buy
+36,600
New +$1.01M ﹤0.01% 1944

Other funds holding XLY

Millennium Management's XLY Position: Q1 2026 in Review

Millennium Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 260% in Q1 2026, buying an estimated $87.8M and bringing the position to 1,040,218 shares worth $113M. The position accounts for 0.05% of the portfolio, ranked #391.

Millennium Management first reported a position in XLY in Q4 2013 and has held it in 49 quarters since. The position peaked at $163M in Q3 2022. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Millennium Management held 1,040,218 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $113M as of Q1 2026.
  • Millennium Management bought 751,470 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $87.8M.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Millennium Management's portfolio in Q1 2026, its #391 holding.
  • Millennium Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and has held it in 49 quarters since.
  • Millennium Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $163M in Q3 2022.
  • 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.