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

Peak 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	$206K	Buy	+1,760	New	+$205K	0.03%	177
2026 Q1	–	Sell	-1,760	Closed	-$210K	–	159
2025 Q4	$210K	Hold	1,760	–	–	0.04%	151
2025 Q3	$211K	Buy	+1,760	New	+$201K	0.04%	143
2025 Q1	–	Sell	-4,990	Closed	-$560K	–	155
2024 Q4	$560K	Hold	4,990	–	–	0.1%	92
2024 Q3	$500K	Buy	4,990 +4	+0.1%	+$374	0.09%	95
2024 Q2	$455K	Sell	4,986 -2,994	-38%	-$266K	0.09%	98
2024 Q1	$734K	Buy	7,980 +4	+0.1%	+$356	0.15%	84
2023 Q4	$713K	Sell	7,976 -3,250	-29%	-$269K	0.16%	83
2023 Q3	$904K	Hold	11,226	–	–	0.22%	74
2023 Q2	$953K	Hold	11,226	–	–	0.22%	73
2023 Q1	$839K	Sell	11,226 -750	-6%	-$53.8K	0.21%	78
2022 Q4	$773K	Hold	11,976	–	–	0.2%	75
2022 Q3	$853K	Hold	11,976	–	–	0.24%	68
2022 Q2	$823K	Buy	+11,976	New	+$944K	0.23%	75
2017 Q4	–	Sell	-4,976	Closed	-$224K	–	149
2017 Q3	$224K	Hold	4,976	–	–	0.08%	131
2017 Q2	$223K	Hold	4,976	–	–	0.08%	132
2017 Q1	$219K	Hold	4,976	–	–	0.08%	136
2016 Q4	$203K	Buy	+4,976	New	+$201K	0.08%	141
2015 Q3	–	Sell	-9,184	Closed	-$351K	–	132
2015 Q2	$351K	Hold	9,184	–	–	0.18%	85
2015 Q1	$346K	Buy	+9,184	New	+$338K	0.17%	85

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

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

Peak Asset Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,760 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #177 among its holdings. This is a return to the name: Peak Asset Management previously reported a position in XLY as recently as Q4 2025.

Peak Asset Management first reported a position in XLY in Q1 2015 and has held it in 20 quarters since. The position peaked at $953K in Q2 2023. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Peak Asset Management held 1,760 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $206K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Peak Asset Management position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Peak Asset Management's portfolio in Q2 2026, its #177 holding.
Peak Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2015 and has held it in 20 quarters since.
Peak Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $953K in Q2 2023.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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