Advisor OS’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Advisor OS’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	$215K	Sell	1,832 -4,425	-71%	-$517K	0.01%	545
2026 Q1	$682K	Buy	+6,257	New	+$731K	0.05%	241
2025 Q2	–	Sell	-11,216	Closed	-$1.11M	–	491
2025 Q1	$1.11M	Buy	+11,216	New	+$1.22M	0.13%	113
2024 Q3	–	Sell	-6,112	Closed	-$557K	–	431
2024 Q2	$557K	Sell	6,112 -53,384	-90%	-$4.74M	0.06%	235
2024 Q1	$5.47M	Buy	59,496 +10,726	+22%	+$955K	0.63%	32
2023 Q4	$4.36M	Buy	48,770 +6,012	+14%	+$498K	0.57%	31
2023 Q3	$3.44M	Buy	42,758 +3,400	+9%	+$287K	0.52%	35
2023 Q2	$3.34M	Buy	+39,358	New	+$3.01M	0.55%	35

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

Advisor OS's XLY Position: Q2 2026 in Review

Advisor OS reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 71% in Q2 2026, selling an estimated $517K and leaving 1,832 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #545.

Advisor OS first reported a position in XLY in Q2 2023 and has held it in 8 quarters since. The position peaked at $5.47M in Q1 2024. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Advisor OS held 1,832 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $215K as of Q2 2026.
Advisor OS sold 4,425 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $517K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Advisor OS's portfolio in Q2 2026, its #545 holding.
Advisor OS first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and has held it in 8 quarters since.
Advisor OS's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.47M in Q1 2024.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.