Thor Trading Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Thor Trading Advisors’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	$7.92M	Buy	67,568 +4,932	+8%	+$576K	2.49%	9
2026 Q1	$6.83M	Buy	62,636 +4,810	+8%	+$562K	2.83%	8
2025 Q4	$6.96M	Buy	57,826 +12,820	+28%	+$1.52M	2.88%	3
2025 Q3	$5.39M	Buy	45,006 +8,432	+23%	+$965K	2.74%	5
2025 Q2	$3.97M	Buy	+36,574	New	+$3.74M	4.98%	6
2025 Q1	–	Sell	-145,150	Closed	-$16.3M	–	12
2024 Q4	$16.3M	Buy	+145,150	New	+$15.5M	14.72%	4

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

Thor Trading Advisors's XLY Position: Q2 2026 in Review

Thor Trading Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 7.9% in Q2 2026, buying an estimated $576K and bringing the position to 67,568 shares worth $7.92M. The position accounts for 2.49% of the portfolio, ranked #9.

Thor Trading Advisors first reported a position in XLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.3M in Q4 2024. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Thor Trading Advisors held 67,568 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $7.92M as of Q2 2026.
Thor Trading Advisors bought 4,932 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $576K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 2.49% of Thor Trading Advisors's portfolio in Q2 2026, its #9 holding.
Thor Trading Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Thor Trading Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $16.3M in Q4 2024.
1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Thor Trading Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.