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

Addison 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 Q1	$3.71K	Hold	34	–	–	﹤0.01%	766
2025 Q4	$4.06K	Hold	34	–	–	﹤0.01%	716
2025 Q3	$4.07K	Hold	34	–	–	﹤0.01%	723
2025 Q2	$3.69K	Hold	34	–	–	﹤0.01%	725
2025 Q1	$3.36K	Hold	34	–	–	﹤0.01%	710
2024 Q4	$3.81K	Hold	34	–	–	﹤0.01%	697
2024 Q3	$3.41K	Hold	34	–	–	﹤0.01%	700
2024 Q2	$3.1K	Buy	+34	New	+$3.02K	﹤0.01%	675
2022 Q2	–	Sell	-8,662	Closed	-$801K	–	787
2022 Q1	$801K	Buy	8,662 +3,750	+76%	+$343K	0.44%	53
2021 Q4	$502K	Buy	4,912 +4,896	+30,600%	+$488K	0.31%	61
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	436
2021 Q2	$1K	Buy	+16	New	+$1.39K	﹤0.01%	394

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Addison Advisors's XLY Position: Q1 2026 in Review

Addison Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 34 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Addison Advisors first reported a position in XLY in Q2 2021 and has held it in 12 quarters since. The position peaked at $801K in Q1 2022. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Addison Advisors held 34 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.71K as of Q1 2026.
Addison Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #766 holding.
Addison Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and has held it in 12 quarters since.
Addison Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $801K in Q1 2022.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.