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

Pennsylvania 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	$3.6M	Hold	30,720	–	–	0.91%	25
2026 Q1	$3.35M	Hold	30,720	–	–	0.96%	20
2025 Q4	$3.67M	Hold	30,720	–	–	1%	19
2025 Q3	$3.68M	Sell	30,720 -538	-2%	-$61.6K	1.07%	18
2025 Q2	$3.4M	Buy	31,258 +604	+2%	+$61.8K	1.09%	18
2025 Q1	$3.03M	Hold	30,654	–	–	1.11%	17
2024 Q4	$3.44M	Hold	30,654	–	–	1.18%	17
2024 Q3	$3.07M	Hold	30,654	–	–	1.1%	17
2024 Q2	$2.8M	Hold	30,654	–	–	1.08%	18
2024 Q1	$2.82M	Sell	30,654 -11,578	-27%	-$1.03M	1.16%	18
2023 Q4	$3.78M	Sell	42,232 -20	-0%	-$1.66K	1.5%	16
2023 Q3	$3.4M	Hold	42,252	–	–	1.41%	16
2023 Q2	$3.59M	Hold	42,252	–	–	1.54%	13
2023 Q1	$3.16M	Sell	42,252 -28,024	-40%	-$2.01M	1.53%	14
2022 Q4	$4.86M	Buy	+70,276	New	+$4.9M	2.56%	8

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

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

Pennsylvania Capital Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 30,720 shares worth $3.6M. The position accounts for 0.91% of the portfolio, ranked #25.

Pennsylvania Capital Management first reported a position in XLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.86M in Q4 2022. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Pennsylvania Capital Management held 30,720 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.6M as of Q2 2026.
Pennsylvania Capital Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.91% of Pennsylvania Capital Management's portfolio in Q2 2026, its #25 holding.
Pennsylvania Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Pennsylvania Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.86M in Q4 2022.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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