Advisory Alpha’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Advisory Alpha’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	$47.7M	Buy	406,747 +6,192	+2%	+$723K	1.17%	19
2026 Q1	$43.7M	Buy	400,555 +8,937	+2%	+$1.04M	1.19%	17
2025 Q4	$46.8M	Buy	391,618 +108,252	+38%	+$12.8M	1.27%	18
2025 Q3	$33.9M	Sell	283,366 -120,038	-30%	-$13.7M	0.95%	27
2025 Q2	$43.8M	Buy	403,404 +2,208	+0.6%	+$226K	1.37%	15
2025 Q1	$39.6M	Buy	401,196 +46,070	+13%	+$5M	1.35%	18
2024 Q4	$39.8M	Sell	355,126 -9,292	-3%	-$994K	1.42%	20
2024 Q3	$36.5M	Sell	364,418 -91,640	-20%	-$8.57M	1.3%	21
2024 Q2	$41.6M	Buy	456,058 +70,584	+18%	+$6.27M	1.64%	16
2024 Q1	$35.4M	Buy	385,474 +1,164	+0.3%	+$104K	1.46%	19
2023 Q4	$34.4M	Sell	384,310 -4,084	-1%	-$338K	1.57%	17
2023 Q3	$31.3M	Buy	388,394 +4,358	+1%	+$368K	1.61%	16
2023 Q2	$32.6M	Buy	384,036 +24,058	+7%	+$1.84M	1.67%	15
2023 Q1	$26.9M	Buy	359,978 +31,510	+10%	+$2.26M	1.71%	15
2022 Q4	$21.2M	Buy	328,468 +46,316	+16%	+$3.23M	1.5%	18
2022 Q3	$20.1M	Buy	282,152 +50,936	+22%	+$3.99M	1.53%	20
2022 Q2	$15.9M	Buy	231,216 +33,162	+17%	+$2.61M	1.19%	23
2022 Q1	$18.3M	Buy	198,054 +5,794	+3%	+$531K	1.18%	22
2021 Q4	$19.7M	Buy	192,260 +7,776	+4%	+$775K	1.15%	23
2021 Q3	$16.6M	Buy	184,484 +29,620	+19%	+$2.69M	1.14%	23
2021 Q2	$13.8M	Buy	154,864 +25,060	+19%	+$2.18M	1.13%	23
2021 Q1	$10.9M	Buy	129,804 +52,304	+67%	+$4.35M	1.1%	23
2020 Q4	$6.23M	Buy	77,500 +75,760	+4,354%	+$5.84M	1.27%	14
2020 Q3	$131K	Buy	+1,740	New	+$123K	0.03%	125
2020 Q2	–	Sell	-80,188	Closed	-$4.43M	–	633
2020 Q1	$4.43M	Buy	80,188 +73,438	+1,088%	+$4.34M	1.24%	12
2019 Q4	$428K	Buy	6,750 +6,240	+1,224%	+$380K	0.1%	77
2019 Q3	$30.2K	Buy	+510	New	+$30.7K	0.01%	310

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

Advisory Alpha's XLY Position: Q2 2026 in Review

Advisory Alpha increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.5% in Q2 2026, buying an estimated $723K and bringing the position to 406,747 shares worth $47.7M. The position accounts for 1.17% of the portfolio, ranked #19.

Advisory Alpha first reported a position in XLY in Q3 2019 and has held it in 27 quarters since. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Advisory Alpha held 406,747 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $47.7M as of Q2 2026.
Advisory Alpha bought 6,192 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $723K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 1.17% of Advisory Alpha's portfolio in Q2 2026, its #19 holding.
Advisory Alpha first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2019 and has held it in 27 quarters since.
1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.