Polymer Capital Management (HK)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Polymer Capital Management (HK)’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	-22,000	Closed	-$2.4M	–	210
2026 Q1	$2.4M	Hold	22,000	–	–	0.21%	69
2025 Q4	$2.63M	Hold	22,000	–	–	0.37%	59
2025 Q3	$2.64M	Hold	22,000	–	–	0.36%	70
2025 Q2	$2.39M	Hold	22,000	–	–	0.36%	70
2025 Q1	$2.17M	Sell	22,000 -20,000	-48%	-$2.17M	0.37%	62
2024 Q4	$4.71M	Buy	42,000 +29,200	+228%	+$3.12M	0.82%	30
2024 Q3	$1.28M	Buy	12,800 +9,000	+237%	+$841K	0.3%	74
2024 Q2	$347K	Buy	+3,800	New	+$338K	0.07%	121

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

Polymer Capital Management (HK)'s XLY Position: Q2 2026 in Review

Polymer Capital Management (HK) sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 22,000 shares — an estimated $2.4M sold.

Polymer Capital Management (HK) first reported a position in XLY in Q2 2024 and held it in 8 quarters. The position peaked at $4.71M in Q4 2024. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Polymer Capital Management (HK) reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Polymer Capital Management (HK) sold 22,000 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $2.4M.
Polymer Capital Management (HK) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2024 and held it in 8 quarters.
Polymer Capital Management (HK)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.71M in Q4 2024.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.