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

Avantax 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
2025 Q2	$2.36M	Sell	21,746 -578	-3%	-$59.1K	0.01%	718
2025 Q1	$2.2M	Buy	22,324 +2,364	+12%	+$256K	0.01%	697
2024 Q4	$2.24M	Sell	19,960 -8,448	-30%	-$903K	0.01%	664
2024 Q3	$2.85M	Sell	28,408 -117,306	-81%	-$11M	0.02%	558
2024 Q2	$13.3M	Buy	145,714 +9,972	+7%	+$886K	0.09%	164
2024 Q1	$12.5M	Buy	135,742 +18,128	+15%	+$1.61M	0.11%	142
2023 Q4	$10.5M	Buy	117,614 +9,800	+9%	+$812K	0.1%	152
2023 Q3	$8.68M	Buy	107,814 +13,556	+14%	+$1.15M	0.1%	164
2023 Q2	$8M	Buy	94,258 +28,270	+43%	+$2.16M	0.09%	174
2023 Q1	$4.93M	Sell	65,988 -18,610	-22%	-$1.33M	0.06%	248
2022 Q4	$5.46M	Sell	84,598 -12,692	-13%	-$885K	0.07%	207
2022 Q3	$6.93M	Sell	97,290 -3,186	-3%	-$249K	0.11%	153
2022 Q2	$6.91M	Buy	100,476 +48,898	+95%	+$3.85M	0.1%	152
2022 Q1	$4.78M	Buy	51,578 +16,100	+45%	+$1.47M	0.07%	219
2021 Q4	$3.63M	Buy	35,478 +7,794	+28%	+$776K	0.05%	251
2021 Q3	$2.49M	Buy	27,684 +974	+4%	+$88.5K	0.04%	303
2021 Q2	$2.38M	Buy	26,710 +1,164	+5%	+$101K	0.04%	297
2021 Q1	$2.15M	Buy	25,546 +2,350	+10%	+$195K	0.05%	278
2020 Q4	$1.86M	Sell	23,196 -64,834	-74%	-$5M	0.04%	281
2020 Q3	$6.46M	Buy	88,030 +61,488	+232%	+$4.35M	0.1%	168
2020 Q2	$1.69M	Buy	26,542 +5,368	+25%	+$316K	0.05%	250
2020 Q1	$1.04M	Buy	21,174 +3,412	+19%	+$201K	0.03%	294
2019 Q4	$1.12M	Buy	17,762 +2,236	+14%	+$136K	0.03%	306
2019 Q3	$936K	Buy	15,526 +1,502	+11%	+$90.5K	0.04%	218
2019 Q2	$836K	Buy	14,024 +2,568	+22%	+$150K	0.04%	216
2019 Q1	$652K	Buy	11,456 +786	+7%	+$42.6K	0.03%	239
2018 Q4	$527K	Buy	+10,670	New	+$564K	0.09%	218

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Avantax Advisory Services's XLY Position: Q2 2025 in Review

Avantax Advisory Services reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.6% in Q2 2025, selling an estimated $59.1K and leaving 21,746 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #718.

Avantax Advisory Services first reported a position in XLY in Q4 2018 and has held it in 27 quarters since. The position peaked at $13.3M in Q2 2024. 1,241 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

Avantax Advisory Services held 21,746 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.36M as of Q2 2025.
Avantax Advisory Services sold 578 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2025, an estimated $59.1K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #718 holding.
Avantax Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $13.3M in Q2 2024.
1,241 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.