Vertex Investment Solutions’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.04M Buy
68,600
+52,800
+334% +$6.16M 5.42% 7
2026
Q1
$1.68M Sell
15,800
-22,200
-58% -$2.59M 1.94% 12
2025
Q4
$4.59M Buy
+38,000
New +$4.51M 4.55% 9

Other funds holding XLY

Vertex Investment Solutions's XLY Position: Q2 2026 in Review

Vertex Investment Solutions increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 334% in Q2 2026, buying an estimated $6.16M and bringing the position to 68,600 shares worth $8.04M. The position accounts for 5.42% of the portfolio, ranked #7.

Vertex Investment Solutions first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Vertex Investment Solutions held 68,600 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $8.04M as of Q2 2026.
  • Vertex Investment Solutions bought 52,800 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $6.16M.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 5.42% of Vertex Investment Solutions's portfolio in Q2 2026, its #7 holding.
  • Vertex Investment Solutions first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Vertex Investment Solutions's 13F filing for Q2 2026, filed 15 Jul 2026.