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

Sapient Capital’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 Q3	$1.18M	Buy	10,852 +310	+3%	+$35.6K	0.02%	183
2026 Q2	$1.24M	Hold	10,542	–	–	0.02%	186
2026 Q1	$1.15M	Sell	10,542 -10,732	-50%	-$1.25M	0.02%	191
2025 Q4	$2.56M	Hold	21,274	–	–	0.04%	140
2025 Q3	$2.56M	Hold	21,274	–	–	0.04%	135
2025 Q2	$2.31M	Sell	21,274 -666	-3%	-$68.1K	0.04%	130
2025 Q1	$2.17M	Sell	21,940 -2,560	-10%	-$278K	0.04%	142
2024 Q4	$2.75M	Buy	24,500 +2,822	+13%	+$302K	0.05%	124
2024 Q3	$2.17M	Hold	21,678	–	–	0.04%	137
2024 Q2	$1.98M	Buy	21,678 +374	+2%	+$33.2K	0.04%	129
2024 Q1	$1.96M	Sell	21,304 -300	-1%	-$26.7K	0.04%	135
2023 Q4	$1.93M	Buy	+21,604	New	+$1.79M	0.05%	130

Other funds holding XLY

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sapient Capital's XLY Position: Q3 2026 in Review

Sapient Capital increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.9% in Q3 2026, buying an estimated $35.6K and bringing the position to 10,852 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #183.

Sapient Capital first reported a position in XLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.75M in Q4 2024. 71 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Sapient Capital held 10,852 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.18M as of Q3 2026.
Sapient Capital bought 310 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $35.6K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Sapient Capital's portfolio in Q3 2026, its #183 holding.
Sapient Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
Sapient Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.75M in Q4 2024.
71 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.