Piedmont Capital Management (North Carolina)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Piedmont Capital Management (North Carolina)’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	–	Sell	-1,100	Closed	-$120K	–	133
2026 Q1	$120K	Hold	1,100	–	–	0.08%	106
2025 Q4	$131K	Buy	+1,100	New	+$130K	0.09%	104

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

Piedmont Capital Management (North Carolina)'s XLY Position: Q2 2026 in Review

Piedmont Capital Management (North Carolina) sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 1,100 shares — an estimated $120K sold.

Piedmont Capital Management (North Carolina) first reported a position in XLY in Q4 2025 and held it in 2 quarters. The position peaked at $131K in Q4 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Piedmont Capital Management (North Carolina) reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Piedmont Capital Management (North Carolina) sold 1,100 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $120K.
Piedmont Capital Management (North Carolina) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
Piedmont Capital Management (North Carolina)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $131K in Q4 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q2 2026, filed 13 Aug 2026.