Geopolitics Alpha

Penn State notebook | Matt Campbell shares cross-country travel plans

Published . Updated .

Key takeaways

  • Exposed: XLY, MAR, BKNG, RCL, PENN
  • Market reaction: XLY −0.9% on the day (still updating); MAR +0.6% on the day (still updating); RCL −2.1% on the day (still updating)

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GEOPOLITICS ALPHAPenn State notebook | MattCampbell shares cross-countrytravel plansGEOPOLITICS ALPHA

This report is about travel.

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLY Consumer Discretionary Select Sector SPDR+6.6% 30d

    Consumer Discretionary Select Sector SPDR: it holds travel and leisure firms. Linked by “travel” (travel) in this story.

  • MAR Marriott International+24.2% 9d

    Marriott International (hotels and motels): travel firms move with tourism demand. Linked by “travel” (travel) in this story.

  • BKNG Booking Holdings-6.3% 30d

    Booking Holdings (transportation services): travel firms move with tourism demand. Linked by “travel” (travel) in this story.

  • RCL Royal Caribbean Cruises+36.7% 30d

    Royal Caribbean Cruises (water transportation): travel firms move with tourism demand. Linked by “travel” (travel) in this story.

  • PENN PENN Entertainment-4.2% 30d

    PENN Entertainment (hotels and motels): travel firms move with tourism demand. Linked by “travel” (travel) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLY-2.29%-1.67%base-0.89%after closeafter closeafter close
MAR-6.27%-4.01%base+0.57%after closeafter closeafter close
BKNG-2.41%-2.22%base-1.25%after closeafter closeafter close
RCL-7.83%-3.39%base-2.09%after closeafter closeafter close
PENN-12.90%-9.81%base-0.59%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Penn State notebook | Matt Campbell shares cross-country travel plans The Daily Collegian

Source: The Daily Collegian

The price since 3 Nov 2026: Select Sector Spdr Tr (XLY) versus the S&P 500

CompanyWhenMoveStatus
Booking Holdings (BKNG)that day-1.25%still updating
Booking Holdings (BKNG)three days earlier-2.22%final price
Booking Holdings (BKNG)five days earlier-2.41%final price
Marriott International (MAR)that day+0.57%still updating
Marriott International (MAR)three days earlier-4.01%final price
Marriott International (MAR)five days earlier-6.27%final price
PENN Entertainment (PENN)that day-0.59%still updating
PENN Entertainment (PENN)three days earlier-9.81%final price
PENN Entertainment (PENN)five days earlier-12.90%final price
Royal Caribbean Cruises (RCL)that day-2.09%still updating
Royal Caribbean Cruises (RCL)three days earlier-3.39%final price
Royal Caribbean Cruises (RCL)five days earlier-7.83%final price
Select Sector Spdr Tr (XLY)that day-0.89%still updating
Select Sector Spdr Tr (XLY)three days earlier-1.67%final price
Select Sector Spdr Tr (XLY)five days earlier-2.29%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Select Sector Spdr Tr (XLY)

Companies carried with this story

  • XLY Select Sector Spdr Tr

    For “Penn State notebook | Matt Campbell shares cross-country travel plans,” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Consumer Discretionary Select Sector SPDR: it holds travel and leisure firms. Linked by “travel” (travel) in this story

  • MAR Marriott International

    Marriott International (MAR) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Penn State notebook | Matt Campbell shares cross-country travel plans.” Reason on file: Marriott International (hotels and motels): travel firms move with tourism demand. Linked by “travel” (travel) in this story

  • BKNG Booking Holdings

    For “Penn State notebook | Matt Campbell shares cross-country travel plans,” Booking Holdings (BKNG) is linked, with no stored direction, medium confidence. Reason on file: Booking Holdings (transportation services): travel firms move with tourism demand. Linked by “travel” (travel) in this story

  • RCL Royal Caribbean Cruises

    For “Penn State notebook | Matt Campbell shares cross-country travel plans,” Royal Caribbean Cruises (RCL) is linked, with no stored direction, medium confidence. Reason on file: Royal Caribbean Cruises (water transportation): travel firms move with tourism demand. Linked by “travel” (travel) in this story

  • PENN PENN Entertainment

    PENN Entertainment (PENN) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Penn State notebook | Matt Campbell shares cross-country travel plans.” Reason on file: PENN Entertainment (hotels and motels): travel firms move with tourism demand. Linked by “travel” (travel) in this story

Select Sector Spdr Tr (XLY)

“Penn State notebook | Matt Campbell shares cross-country travel plans” (3 Nov 2026) reaches Select Sector Spdr Tr (XLY) through this story.

For Select Sector Spdr Tr (XLY), the reason on file says Consumer Discretionary Select Sector SPDR: it holds travel and leisure firms. Linked by “travel” (travel) in this story

Marriott International (MAR) is here too. Its reason reads: Marriott International (hotels and motels): travel firms move with tourism demand. Linked by “travel” (travel) in this story

Price levels for Select Sector Spdr Tr (XLY)

BKNG traded between 146.28 and 168.48 across 20 sessions. The latest close on file is 153.85. MAR traded between 337.26 and 432.44 across 6 sessions. The latest close on file is 416.44. XLY traded between 110.58 and 119.20 across 20 sessions. The latest close on file is 118.15.

What the saved facts support for Select Sector Spdr Tr (XLY)

47 out of 100Price not final

“Penn State notebook | Matt Campbell shares cross-country travel plans” scores 47 out of 100. The score uses 2 sources, and 5 linked companies. The price is not final yet.