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

Advisor Resource Council’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	$2.53M	Sell	23,212 -710	-3%	-$83K	0.82%	16
2025 Q4	$2.92M	Buy	+23,922	New	+$2.84M	1.04%	14
2025 Q3	–	Sell	-19,226	Closed	-$2.09M	–	195
2025 Q2	$2.09M	Sell	19,226 -44,628	-70%	-$4.56M	0.81%	18
2025 Q1	$4.45M	Buy	+63,854	New	+$6.92M	0.36%	69
2024 Q4	–	Sell	-7,320	Closed	-$733K	–	287
2024 Q3	$733K	Buy	+7,320	New	+$684K	0.33%	77
2024 Q2	–	Sell	-6,406	Closed	-$574K	–	241
2024 Q1	$574K	Sell	6,406 -72,068	-92%	-$6.42M	0.24%	99
2023 Q4	$7.02M	Buy	+78,474	New	+$6.5M	0.82%	29
2023 Q3	–	Sell	-2,976	Closed	-$253K	–	182
2023 Q2	$253K	Sell	2,976 -25,308	-89%	-$1.94M	0.11%	129
2023 Q1	$2.06M	Buy	28,284 +24,306	+611%	+$1.74M	0.52%	46
2022 Q4	$257K	Sell	3,978 -6,578	-62%	-$459K	0.12%	130
2022 Q3	$752K	Sell	10,556 -239,080	-96%	-$18.7M	0.51%	49
2022 Q2	$17.2M	Buy	249,636 +177,576	+246%	+$14M	1.59%	13
2022 Q1	$6.67M	Sell	72,060 -159,872	-69%	-$14.6M	2%	6
2021 Q4	$23.7M	Buy	231,932 +178,398	+333%	+$17.8M	1.84%	6
2021 Q3	$4.8M	Sell	53,534 -107,806	-67%	-$9.79M	1.46%	13
2021 Q2	$14.4M	Buy	+161,340	New	+$14.1M	1.5%	9

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

Advisor Resource Council's XLY Position: Q1 2026 in Review

Advisor Resource Council reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3% in Q1 2026, selling an estimated $83K and leaving 23,212 shares worth $2.53M. The position accounts for 0.82% of the portfolio, ranked #16.

Advisor Resource Council first reported a position in XLY in Q2 2021 and has held it in 16 quarters since. The position peaked at $23.7M in Q4 2021. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Advisor Resource Council held 23,212 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.53M as of Q1 2026.
Advisor Resource Council sold 710 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $83K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.82% of Advisor Resource Council's portfolio in Q1 2026, its #16 holding.
Advisor Resource Council first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2021 and has held it in 16 quarters since.
Advisor Resource Council's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $23.7M in Q4 2021.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.