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

Sage 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	$648K	Buy	5,527 +8	+0.1%	+$934	0.25%	76
2026 Q1	$602K	Buy	5,519 +7	+0.1%	+$818	0.28%	75
2025 Q4	$658K	Buy	5,512 +6	+0.1%	+$711	0.3%	71
2025 Q3	$660K	Buy	5,506 +12	+0.2%	+$1.37K	0.3%	69
2025 Q2	$597K	Buy	5,494 +10	+0.2%	+$1.02K	0.29%	71
2025 Q1	$541K	Buy	5,484 +14	+0.3%	+$1.52K	0.29%	75
2024 Q4	$613K	Buy	5,470 +10	+0.2%	+$1.07K	0.31%	72
2024 Q3	$547K	Buy	5,460 +12	+0.2%	+$1.12K	0.26%	82
2024 Q2	$497K	Buy	5,448 +12	+0.2%	+$1.07K	0.26%	84
2024 Q1	$500K	Buy	5,436 +12	+0.2%	+$1.07K	0.27%	84
2023 Q4	$485K	Buy	+5,424	New	+$449K	0.29%	80

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Sage Capital Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.14% in Q2 2026, buying an estimated $934 and bringing the position to 5,527 shares worth $648K. The position accounts for 0.25% of the portfolio, ranked #76.

Sage Capital Management first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $660K in Q3 2025. 464 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Sage Capital Management held 5,527 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $648K as of Q2 2026.
Sage Capital Management bought 8 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $934.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.25% of Sage Capital Management's portfolio in Q2 2026, its #76 holding.
Sage Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Sage Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $660K in Q3 2025.
464 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.