Advanced Asset Management Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Advanced Asset Management 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	$4.69K	Hold	40	–	–	﹤0.01%	79
2026 Q1	$4.36K	Hold	40	–	–	﹤0.01%	73
2025 Q4	$4.78K	Hold	40	–	–	﹤0.01%	77
2025 Q3	$4.79K	Hold	40	–	–	﹤0.01%	81
2025 Q2	$4.35K	Hold	40	–	–	﹤0.01%	82
2025 Q1	$3.95K	Hold	40	–	–	﹤0.01%	81
2024 Q4	$4.49K	Hold	40	–	–	﹤0.01%	81
2024 Q3	$3.65K	Hold	40	–	–	﹤0.01%	83
2024 Q2	$3.65K	Hold	40	–	–	﹤0.01%	84
2024 Q1	$3.68K	Hold	40	–	–	﹤0.01%	90
2023 Q4	$3.58K	Hold	40	–	–	﹤0.01%	91
2023 Q3	$3.22K	Hold	40	–	–	﹤0.01%	90
2023 Q2	$3.4K	Hold	40	–	–	﹤0.01%	90
2023 Q1	$2.99K	Hold	40	–	–	﹤0.01%	90
2022 Q4	$2.58K	Hold	40	–	–	﹤0.01%	223
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	87
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	88
2022 Q1	$4K	Hold	40	–	–	﹤0.01%	86
2021 Q4	$4K	Hold	40	–	–	﹤0.01%	88
2021 Q3	$4K	Hold	40	–	–	﹤0.01%	91
2021 Q2	$4K	Hold	40	–	–	﹤0.01%	91
2021 Q1	$3K	Hold	40	–	–	﹤0.01%	94
2020 Q4	$3K	Hold	40	–	–	﹤0.01%	95
2020 Q3	$3K	Buy	+40	New	+$2.83K	﹤0.01%	96

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

Advanced Asset Management Advisors's XLY Position: Q2 2026 in Review

Advanced Asset Management Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 40 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #79.

Advanced Asset Management Advisors first reported a position in XLY in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.79K in Q3 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Advanced Asset Management Advisors held 40 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.69K as of Q2 2026.
Advanced Asset Management Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #79 holding.
Advanced Asset Management Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
Advanced Asset Management Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.79K in Q3 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.