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

Annex Advisory Services’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	$248K	Buy	2,114 +1	+0%	+$117	﹤0.01%	321
2026 Q1	$230K	Hold	2,113	–	–	﹤0.01%	342
2025 Q4	$252K	Buy	2,113 +31	+1%	+$3.68K	﹤0.01%	311
2025 Q3	$249K	Sell	2,082 -176	-8%	-$20.1K	0.01%	275
2025 Q2	$245K	Buy	2,258 +178	+9%	+$18.2K	0.01%	279
2025 Q1	$205K	Sell	2,080 -306	-13%	-$33.2K	0.01%	293
2024 Q4	$268K	Sell	2,386 -110	-4%	-$11.8K	0.01%	264
2024 Q3	$250K	Sell	2,496 -96	-4%	-$8.97K	0.01%	250
2024 Q2	$236K	Sell	2,592 -1,558	-38%	-$138K	0.01%	249
2024 Q1	$382K	Sell	4,150 -544	-12%	-$48.4K	0.01%	205
2023 Q4	$420K	Sell	4,694 -34	-0.7%	-$2.82K	0.02%	189
2023 Q3	$381K	Hold	4,728	–	–	0.02%	164
2023 Q2	$401K	Sell	4,728 -1,738	-27%	-$133K	0.02%	161
2023 Q1	$483K	Sell	6,466 -2,164	-25%	-$155K	0.03%	140
2022 Q4	$557K	Buy	8,630 +5,140	+147%	+$358K	0.03%	140
2022 Q3	$249K	Sell	3,490 -3,300	-49%	-$258K	0.02%	195
2022 Q2	$467K	Buy	6,790 +4,186	+161%	+$330K	0.03%	153
2022 Q1	$241K	Sell	2,604 -240	-8%	-$22K	0.02%	218
2021 Q4	$291K	Buy	+2,844	New	+$283K	0.02%	195
2021 Q3	–	Sell	-2,706	Closed	-$242K	–	229
2021 Q2	$242K	Buy	+2,706	New	+$236K	0.02%	192
2020 Q2	–	Sell	-1,013,638	Closed	-$49.7M	–	136
2020 Q1	$49.7M	Buy	1,013,638 +21,796	+2%	+$1.29M	7.04%	7
2019 Q4	$62.2M	Buy	991,842 +27,914	+3%	+$1.7M	7.54%	5
2019 Q3	$58.2M	Buy	963,928 +35,386	+4%	+$2.13M	7.82%	5
2019 Q2	$55.3M	Buy	928,542 +30,508	+3%	+$1.79M	7.79%	5
2019 Q1	$51.1M	Buy	898,034 +27,922	+3%	+$1.51M	7.66%	5
2018 Q4	$43.1M	Buy	870,112 +21,338	+3%	+$1.13M	6.79%	6
2018 Q3	$49.7M	Buy	848,774 +13,100	+2%	+$746K	7.69%	4
2018 Q2	$45.7M	Buy	835,674 +21,370	+3%	+$1.13M	7.78%	4
2018 Q1	$41.2M	Buy	814,304 +9,456	+1%	+$493K	7.5%	5
2017 Q4	$39.7M	Buy	804,848 +20,834	+3%	+$980K	7.51%	5
2017 Q3	$35.3M	Buy	784,014 +21,994	+3%	+$989K	7.24%	6
2017 Q2	$34.1M	Buy	762,020 +25,804	+4%	+$1.16M	7.58%	5
2017 Q1	$32.4M	Buy	736,216 +30,210	+4%	+$1.29M	8.04%	4
2016 Q4	$28.7M	Buy	706,006 +20,288	+3%	+$819K	6.98%	5
2016 Q3	$27.4M	Buy	685,718 +6,090	+0.9%	+$245K	7.14%	6
2016 Q2	$26.5M	Buy	679,628 +19,394	+3%	+$763K	7.19%	7
2016 Q1	$26.1M	Sell	660,234 -33,664	-5%	-$1.25M	7.41%	5
2015 Q4	$27.1M	Buy	693,898 +31,494	+5%	+$1.25M	7.95%	6
2015 Q3	$24.6M	Buy	662,404 +29,614	+5%	+$1.14M	8%	6
2015 Q2	$24.2M	Buy	632,790 +47,166	+8%	+$1.8M	7.76%	6
2015 Q1	$22.1M	Buy	585,624 +575,070	+5,449%	+$21.1M	7.1%	6
2014 Q4	$381K	Sell	10,554 -744	-7%	-$25.5K	0.12%	55
2014 Q3	$377K	Sell	11,298 -698	-6%	-$23.6K	0.13%	47
2014 Q2	$400K	Hold	11,996	–	–	0.14%	44
2014 Q1	$388K	Sell	11,996 -3,778	-24%	-$123K	0.14%	47
2013 Q4	$527K	Sell	15,774 -8,042	-34%	-$256K	0.2%	44
2013 Q3	$722K	Sell	23,816 -3,368	-12%	-$99.9K	0.34%	42
2013 Q2	$767K	Buy	+27,184	New	+$752K	0.42%	40

Other funds holding XLY

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Annex Advisory Services's XLY Position: Q2 2026 in Review

Annex Advisory Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.05% in Q2 2026, buying an estimated $117 and bringing the position to 2,114 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Annex Advisory Services first reported a position in XLY in Q2 2013 and has held it in 48 quarters since. The position peaked at $62.2M in Q4 2019. 235 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Annex Advisory Services held 2,114 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $248K as of Q2 2026.
Annex Advisory Services bought 1 State Street Consumer Discretionary Select Sector SPDR ETF share in Q2 2026, an estimated $117.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #321 holding.
Annex Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 48 quarters since.
Annex Advisory Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $62.2M in Q4 2019.
235 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.