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Nelson Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Nelson Capital 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 		$3.73M Buy
31,794
+1,433
+5% +$167K 0.41% 35
2026
Q1 		$3.31M Buy
30,361
+1,162
+4% +$136K 0.4% 43
2025
Q4 		$3.49M Buy
29,199
+1,159
+4% +$137K 0.41% 46
2025
Q3 		$3.36M Buy
28,040
+1,392
+5% +$159K 0.4% 47
2025
Q2 		$2.9M Buy
26,648
+324
+1% +$33.1K 0.38% 48
2025
Q1 		$2.6M Buy
26,324
+2,678
+11% +$290K 0.45% 55
2024
Q4 		$2.65M Buy
23,646
+238
+1% +$25.5K 0.44% 52
2024
Q3 		$2.35M Buy
23,408
+2,086
+10% +$195K 0.39% 58
2024
Q2 		$1.94M Buy
21,322
+286
+1% +$25.4K 0.35% 61
2024
Q1 		$1.93M Buy
21,036
+104
+0.5% +$9.26K 0.37% 63
2023
Q4 		$1.87M Buy
20,932
+256
+1% +$21.2K 0.42% 53
2023
Q3 		$1.66M Buy
20,676
+1,544
+8% +$131K 0.41% 57
2023
Q2 		$1.62M Buy
19,132
+358
+2% +$27.4K 0.42% 58
2023
Q1 		$1.4M Buy
18,774
+988
+6% +$70.8K 0.4% 61
2022
Q4 		$1.15M Buy
17,786
+232
+1% +$16.2K 0.34% 64
2022
Q3 		$1.25M Sell
17,554
-1,004
-5% -$78.6K 0.37% 60
2022
Q2 		$1.28M Sell
18,558
-2,320
-11% -$183K 0.35% 58
2022
Q1 		$1.93M Sell
20,878
-24
-0.1% -$2.2K 0.38% 59
2021
Q4 		$2.14M Buy
20,902
+854
+4% +$85.1K 0.4% 57
2021
Q3 		$1.8M Buy
20,048
+576
+3% +$52.3K 0.36% 58
2021
Q2 		$1.74M Sell
19,472
-1,654
-8% -$144K 0.35% 57
2021
Q1 		$1.77M Sell
21,126
-1,180
-5% -$98.2K 0.38% 57
2020
Q4 		$1.79M Sell
22,306
-12,170
-35% -$938K 0.39% 54
2020
Q3 		$2.53M Buy
34,476
+176
+0.5% +$12.5K 0.44% 53
2020
Q2 		$2.19M Sell
34,300
-1,068
-3% -$63K 0.48% 53
2020
Q1 		$1.73M Buy
35,368
+1,010
+3% +$59.6K 0.47% 55
2019
Q4 		$2.15M Sell
34,358
-1,148
-3% -$69.8K 0.45% 60
2019
Q3 		$2.14M Buy
35,506
+556
+2% +$33.5K 0.51% 53
2019
Q2 		$2.08M Sell
34,950
-10,364
-23% -$607K 0.49% 53
2019
Q1 		$2.58M Buy
45,314
+266
+0.6% +$14.4K 0.64% 48
2018
Q4 		$2.23M Sell
45,048
-2,608
-5% -$138K 0.62% 50
2018
Q3 		$2.79M Buy
47,656
+982
+2% +$55.9K 0.64% 49
2018
Q2 		$2.55M Buy
46,674
+92
+0.2% +$4.86K 0.66% 47
2018
Q1 		$2.36M Buy
46,582
+1,380
+3% +$71.9K 0.61% 49
2017
Q4 		$2.23M Buy
45,202
+932
+2% +$43.9K 0.7% 46
2017
Q3 		$1.99M Buy
44,270
+978
+2% +$44K 0.66% 48
2017
Q2 		$1.94M Buy
43,292
+440
+1% +$19.7K 0.66% 49
2017
Q1 		$1.88M Buy
42,852
+2,564
+6% +$110K 0.63% 49
2016
Q4 		$1.64M Buy
40,288
+460
+1% +$18.6K 0.57% 49
2016
Q3 		$1.59M Buy
39,828
+2,260
+6% +$91.1K 0.57% 46
2016
Q2 		$1.47M Buy
37,568
+766
+2% +$30.1K 0.55% 47
2016
Q1 		$1.46M Buy
36,802
+780
+2% +$29.1K 0.55% 46
2015
Q4 		$1.41M Buy
36,022
+2,354
+7% +$93.4K 0.54% 46
2015
Q3 		$1.25M Buy
33,668
+1,480
+5% +$56.9K 0.48% 47
2015
Q2 		$1.23M Buy
32,188
+420
+1% +$16.1K 0.45% 50
2015
Q1 		$1.2M Buy
31,768
+1,200
+4% +$44.1K 0.43% 49
2014
Q4 		$1.1M Buy
30,568
+1,372
+5% +$47K 0.41% 51
2014
Q3 		$974K Buy
29,196
+820
+3% +$27.7K 0.37% 52
2014
Q2 		$947K Buy
28,376
+1,870
+7% +$60.7K 0.38% 53
2014
Q1 		$858K Buy
26,506
+882
+3% +$28.8K 0.38% 54
2013
Q4 		$856K Sell
25,624
-260
-1% -$8.27K 0.38% 56
2013
Q3 		$785K Buy
25,884
+800
+3% +$23.7K 0.37% 54
2013
Q2 		$707K Buy
+25,084
New +$694K 0.36% 55

Other funds holding XLY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Nelson Capital Management's XLY Position: Q2 2026 in Review

Nelson Capital Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.7% in Q2 2026, buying an estimated $167K and bringing the position to 31,794 shares worth $3.73M. The position accounts for 0.41% of the portfolio, ranked #35.

Nelson Capital Management first reported a position in XLY in Q2 2013 and has held it in 53 quarters since. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Nelson Capital Management held 31,794 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.73M as of Q2 2026.
  • Nelson Capital Management bought 1,433 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $167K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.41% of Nelson Capital Management's portfolio in Q2 2026, its #35 holding.
  • Nelson Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • 613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.