Thompson Davis & Co’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Thompson Davis & Co's XLY Position: Q2 2026 in Review

Thompson Davis & Co reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 25% in Q2 2026, selling an estimated $166K and leaving 4,327 shares worth $507K. The position accounts for 0.3% of the portfolio, ranked #64.

Thompson Davis & Co first reported a position in XLY in Q3 2016 and has held it in 15 quarters since. The position peaked at $695K in Q4 2025. 805 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

• Thompson Davis & Co held 4,327 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $507K as of Q2 2026.
• Thompson Davis & Co sold 1,420 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $166K.
• State Street Consumer Discretionary Select Sector SPDR ETF made up 0.3% of Thompson Davis & Co's portfolio in Q2 2026, its #64 holding.
• Thompson Davis & Co first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2016 and has held it in 15 quarters since.
• Thompson Davis & Co's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $695K in Q4 2025.
• 805 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Thompson Davis & Co's 13F filing for Q2 2026, filed 29 Jul 2026.