Thayer Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Thayer Partners's XLY Position: Q2 2026 in Review
Thayer Partners increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 7.3% in Q2 2026, buying an estimated $35.7K and bringing the position to 4,489 shares worth $526K. The position accounts for 0.22% of the portfolio, ranked #62.
Thayer Partners first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Thayer Partners held 4,489 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $526K as of Q2 2026.
- Thayer Partners bought 306 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $35.7K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.22% of Thayer Partners's portfolio in Q2 2026, its #62 holding.
- Thayer Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Thayer Partners's 13F filing for Q2 2026, filed 31 Jul 2026.