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AdvisorShares Investments’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

AdvisorShares Investments’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 		– Sell
-36,818
Closed -$4.4M – 332
2025
Q4 		$4.4M Sell
36,818
-18,344
-33% -$2.18M 0.73% 39
2025
Q3 		$6.61M Buy
55,162
+22,362
+68% +$2.56M 1.08% 23
2025
Q2 		$3.56M Sell
32,800
-9,256
-22% -$947K 0.64% 34
2025
Q1 		$4.2M Sell
42,056
-14,366
-25% -$1.56M 0.82% 33
2024
Q4 		$6.33M Buy
56,422
+4,894
+9% +$523K 1.22% 31
2024
Q3 		$5.16M Buy
51,528
+464
+0.9% +$43.4K 0.99% 32
2024
Q2 		$4.67M Sell
51,064
-9,160
-15% -$814K 0.81% 33
2024
Q1 		$5.54M Buy
60,224
+23,024
+62% +$2.05M 0.93% 28
2023
Q4 		$3.33M Buy
+37,200
New +$3.08M 0.78% 32

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return