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

Sierra 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 Q2	$300K	Hold	2,562	–	–	0.03%	197
2026 Q1	$279K	Hold	2,562	–	–	0.03%	195
2025 Q4	$306K	Hold	2,562	–	–	0.03%	177
2025 Q3	$307K	Hold	2,562	–	–	0.03%	192
2025 Q2	$278K	Hold	2,562	–	–	0.03%	191
2025 Q1	$253K	Hold	2,562	–	–	0.03%	180
2024 Q4	$287K	Hold	2,562	–	–	0.03%	174
2024 Q3	$257K	Hold	2,562	–	–	0.03%	184
2024 Q2	$234K	Hold	2,562	–	–	0.03%	176
2024 Q1	$236K	Buy	+2,562	New	+$228K	0.03%	182

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

Sierra Capital's XLY Position: Q2 2026 in Review

Sierra Capital held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,562 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #197.

Sierra Capital first reported a position in XLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $307K in Q3 2025. 1,311 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Sierra Capital held 2,562 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $300K as of Q2 2026.
Sierra Capital left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Sierra Capital's portfolio in Q2 2026, its #197 holding.
Sierra Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Sierra Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $307K in Q3 2025.
1,311 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.