$XLY mention timeline

THE CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND. Every tracked FinTwit mention of $XLY, newest first. 25 mentions since the first on Feb 8, 2026. See the price chart.

July 2026 · 4 mentions

Jul 15
Alphatica — ROTATION SCANNER | July 15, 2026 $XLC +1.5%. $XLY +1.4%. Consumer and comms lead. $SOXX -2.6%. $MTUM -2.6%. Semis and momentum sold. $SLV -1.9%. Spread 4.2%. Narrowing. The volati…↗
Jul 13
Alphatica — ROTATION SCANNER | July 13, 2026 $SOXX -3.7%. All four thematics negative. $SLV -2.8%. $GLD -2.2%. Precious metals sell again. $USO +4.6%. $XLE +2.6%. Oil leads. Again. Same struc…↗
Jul 8
Alphatica — ROTATION SCANNER | July 8, 2026 $USO +5.2%. Second session leading. 10.1% spread. Widest of the series. All four factors negative. All four thematics negative. $SLV -4.9%. No safe…↗
Jul 1
Alphatica — ROTATION SCANNER | July 1, 2026 $IGV +4.30%. Largest software move of the series. $SOXX -5.31%. 9.6% spread. Widest of the series. The split inverted on Q3 day one. Leader: $IGV…↗

June 2026 · 7 mentions

Jun 29
Alphatica — ROTATION SCANNER | June 29, 2026 $SOXX +2.84%. All four thematics green. $IGV +1.86%. The split resolved. Q2 close. JPM collar day. Leader: $SOXX (Semiconductors) +2.84% Laggard:…↗
Jun 26
Alphatica — ROTATION SCANNER | June 26, 2026 $IGV +3.28%. Session leader. For the first time. $SOXX -4.92%. The split fully inverted. Software on top. Semis crash. 8.2% gap. Leader: $IGV (So…↗
Jun 25
Alphatica — ROTATION SCANNER | June 25, 2026 $VLUE +4.09%. The value surge. $SOXX +2.87%. $MU bounce. $IGV -1.35%. Software sells again. Commodities reversed. All four green. Leader: $VLUE (…↗
Jun 24
Alphatica

May 2026 · 2 mentions

May 27
Alphatica — -$15.0B net sell. $MU from +$5.0B zero sells to -$8.1B. The largest single-name reversal since we started reporting this series. Yesterday $MU printed +$5.02B with zero sell block…↗
May 27
Alphatica — ROTATION SCANNER | May 27, 2026 $SOXX -2.7%. $USO -3.4%. $SLV -3.4%. Iran MOU draft. Yesterday's winners are today's losers. Leader: $XLY (Consumer Discretionary) +1.9% Laggard:…↗

April 2026 · 3 mentions

Apr 30
Alphatica — ROTATION SCANNER | April 30, 2026 The mega-caps beat. The money went everywhere else. $MSFT, $GOOGL, $AMZN all beat last night. You'd expect tech to lead today. It's the laggard.…↗
Apr 14
Mo — Weekly RRG rotation snapshot - structure > noise. ✅ 🔵 CYCLICALS - early leadership, now cooling 🔥 $XLE (Energy) → still leading but momentum rolling over ✅ $XLB (Materials) → f…↗
Apr 3
Alphatica — Two weeks ago: 9 of 11 sectors were aligned bull. The broadening was underway. We said institutions were repositioning cautiously. EVERY MAJOR SECTOR IS A HANDOFF: $XLK: −$152M i…↗

March 2026 · 4 mentions

Mar 19
Alphatica — ALPHATICA — SECTOR FLOW: THE REVERSAL REVERSED Five days ago, XLK flipped from 0% to 67% institutional buy rate. We said institutions were accumulating into the decline. Today: X…↗
Mar 17
Nick Colas & Jessica Rabe (DataTrek) — The S&P 500 is cheaper now than at the start of the year (20.9x forward earnings vs 22.2x). That is solely due to PE contraction in Tech, Financials, and Big Tech-heavy Consume…↗
Mar 14
Alphatica — ALPHATICA — SECTOR FLOW UPDATE: ACCUMULATION INTO THE DECLINE The market is declining. Institutions are buying. We scanned 138,968 institutional trades across all 11 SPDR sector…↗
Mar 7
Alphatica

February 2026 · 5 mentions

Feb 28
Alphatica — Two strikes on Iran. Two completely different institutional playbooks. We ran our flow scanner on every SPDR sector ETF for the 30 days before the June 2025 strikes — then compare…↗
Feb 27
Alphatica — We scanned 43,000+ institutional trades across all 11 SPDR sector ETFs over the last 30 days. $110 billion in dark pool notional. Here's where institutions are positioning: ACCUM…↗
Feb 21
Alphatica — @KobeissiLetter Our data confirms this at the sector level. We classified 108M trades across all 11 S&P 500 sector ETFs over the last 90 days. The result: Institutional net: +$82…↗
Feb 20
Alphatica