Advyzon Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$999K Sell
8,519
-596
-7% -$69.6K 0.07% 259
2026
Q1
$993K Sell
9,115
-28
-0.3% -$3.27K 0.09% 230
2025
Q4
$1.09M Buy
9,143
+1,411
+18% +$167K 0.13% 178
2025
Q3
$927K Buy
7,732
+590
+8% +$67.5K 0.16% 138
2025
Q2
$776K Buy
7,142
+634
+10% +$64.8K 0.17% 118
2025
Q1
$642K Buy
6,508
+284
+5% +$30.8K 0.23% 85
2024
Q4
$698K Buy
+6,224
New +$666K 0.27% 76

Other funds holding XLY

Advyzon Investment Management's XLY Position: Q2 2026 in Review

Advyzon Investment Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 6.5% in Q2 2026, selling an estimated $69.6K and leaving 8,519 shares worth $999K. The position accounts for 0.07% of the portfolio, ranked #259.

Advyzon Investment Management first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q4 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Advyzon Investment Management held 8,519 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $999K as of Q2 2026.
  • Advyzon Investment Management sold 596 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $69.6K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.07% of Advyzon Investment Management's portfolio in Q2 2026, its #259 holding.
  • Advyzon Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.09M in Q4 2025.
  • 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.