Summit Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
Summit Financial's XLY Position: Q1 2026 in Review
Summit Financial increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 245% in Q1 2026, buying an estimated $2.69M and bringing the position to 32,454 shares worth $3.54M. The position accounts for 0.05% of the portfolio, ranked #411.
Summit Financial first reported a position in XLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.16M in Q2 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.
- Summit Financial held 32,454 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.54M as of Q1 2026.
- Summit Financial bought 23,058 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $2.69M.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Summit Financial's portfolio in Q1 2026, its #411 holding.
- Summit Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
- Summit Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.16M in Q2 2025.
- 1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.
Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.