180 Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

180 Wealth 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	$234K	Sell	1,995 -95	-5%	-$11.1K	0.02%	427
2026 Q1	$228K	Hold	2,090	–	–	0.03%	422
2025 Q4	$250K	Sell	2,090 -16	-0.8%	-$1.9K	0.03%	398
2025 Q3	$252K	Sell	2,106 -198	-9%	-$22.7K	0.03%	393
2025 Q2	$250K	Buy	+2,304	New	+$236K	0.03%	366
2025 Q1	–	Sell	-1,970	Closed	-$221K	–	450
2024 Q4	$221K	Buy	+1,970	New	+$211K	0.03%	369
2022 Q2	–	Sell	-2,398	Closed	-$221K	–	404
2022 Q1	$221K	Sell	2,398 -56	-2%	-$5.13K	0.05%	335
2021 Q4	$221K	Sell	2,454 -244	-9%	-$24.3K	0.05%	335
2021 Q3	$255K	Hold	2,698	–	–	0.06%	306
2021 Q2	$245K	Hold	2,698	–	–	0.06%	312
2021 Q1	$227K	Hold	2,698	–	–	0.06%	310
2020 Q4	$225K	Buy	+2,698	New	+$208K	0.06%	283

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

180 Wealth Advisors's XLY Position: Q2 2026 in Review

180 Wealth Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.5% in Q2 2026, selling an estimated $11.1K and leaving 1,995 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #427.

180 Wealth Advisors first reported a position in XLY in Q4 2020 and has held it in 12 quarters since. The position peaked at $255K in Q3 2021. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

180 Wealth Advisors held 1,995 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $234K as of Q2 2026.
180 Wealth Advisors sold 95 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $11.1K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #427 holding.
180 Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 12 quarters since.
180 Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $255K in Q3 2021.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.