Sequent Planning’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Sequent Planning's XLY Position: Q2 2026 in Review
Sequent Planning increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 9.5% in Q2 2026, buying an estimated $370K and bringing the position to 36,659 shares worth $4.3M. The position accounts for 0.92% of the portfolio, ranked #27.
Sequent Planning first reported a position in XLY in Q1 2024 and has held it in 10 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Sequent Planning held 36,659 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.3M as of Q2 2026.
- Sequent Planning bought 3,169 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $370K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.92% of Sequent Planning's portfolio in Q2 2026, its #27 holding.
- Sequent Planning first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
- 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.