Nissay Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Nissay Asset 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	$186M	Buy	+1,589,552	New	+$186M	0.79%	29
2023 Q4	–	Sell	-278,498	Closed	-$22.4M	–	771
2023 Q3	$22.4M	Buy	278,498 +137,762	+98%	+$11.6M	0.2%	73
2023 Q2	$11.9M	Sell	140,736 -2,847,662	-95%	-$218M	0.1%	122
2023 Q1	$223M	Hold	2,988,398	–	–	2%	9
2022 Q4	$193M	Buy	+2,988,398	New	+$208M	1.84%	11

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Nissay Asset Management's XLY Position: Q2 2026 in Review

Nissay Asset Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,589,552 shares worth $186M. The stake represents 0.79% of the portfolio and ranks #29 among its holdings. This is a return to the name: Nissay Asset Management previously reported a position in XLY as recently as Q3 2023.

Nissay Asset Management first reported a position in XLY in Q4 2022 and has held it in 5 quarters since. The position peaked at $223M in Q1 2023. 1,309 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Nissay Asset Management held 1,589,552 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $186M as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Nissay Asset Management position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.79% of Nissay Asset Management's portfolio in Q2 2026, its #29 holding.
Nissay Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 5 quarters since.
Nissay Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $223M in Q1 2023.
1,309 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Nissay Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.