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 Q2	$2.63M	Sell	22,326 -886	-4%	-$103K	0.74%	22
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 $1.55T 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 Resource Council's XLY Position: Q2 2026 in Review

Advisor Resource Council reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.8% in Q2 2026, selling an estimated $103K and leaving 22,326 shares worth $2.63M. The position accounts for 0.74% of the portfolio, ranked #22.

Advisor Resource Council first reported a position in XLY in Q2 2021 and has held it in 17 quarters since. The position peaked at $23.7M in Q4 2021. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Advisor Resource Council held 22,326 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.63M as of Q2 2026.
Advisor Resource Council sold 886 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $103K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.74% of Advisor Resource Council's portfolio in Q2 2026, its #22 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 17 quarters since.
Advisor Resource Council's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $23.7M in Q4 2021.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.