Avantax Planning Partners’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 | $341K | Hold |
2,906
| – | – | 0.01% | 344 |
|
|
2026
Q1 | $317K | Hold |
2,906
| – | – | 0.01% | 343 |
|
|
2025
Q4 | $347K | Sell |
2,906
-1,072
| -27% | -$127K | 0.01% | 329 |
|
|
2025
Q3 | $477K | Hold |
3,978
| – | – | 0.01% | 274 |
|
|
2025
Q2 | $432K | Hold |
3,978
| – | – | 0.01% | 286 |
|
|
2025
Q1 | $393K | Sell |
3,978
-628
| -14% | -$68.1K | 0.01% | 296 |
|
|
2024
Q4 | $517K | Buy |
4,606
+616
| +15% | +$65.9K | 0.02% | 255 |
|
|
2024
Q3 | $400K | Sell |
3,990
-1,528
| -28% | -$143K | 0.01% | 289 |
|
|
2024
Q2 | $503K | Buy |
5,518
+12
| +0.2% | +$1.07K | 0.02% | 283 |
|
|
2024
Q1 | $506K | Hold |
5,506
| – | – | 0.02% | 292 |
|
|
2023
Q4 | $492K | Sell |
5,506
-6,758
| -55% | -$560K | 0.02% | 241 |
|
|
2023
Q3 | $987K | Sell |
12,264
-72
| -0.6% | -$6.09K | 0.04% | 163 |
|
|
2023
Q2 | $1.05M | Buy |
12,336
+128
| +1% | +$9.8K | 0.04% | 158 |
|
|
2023
Q1 | $913K | Hold |
12,208
| – | – | 0.04% | 176 |
|
|
2022
Q4 | $788K | Buy |
12,208
+6,096
| +100% | +$425K | 0.03% | 192 |
|
|
2022
Q3 | $435K | Sell |
6,112
-286
| -4% | -$22.4K | 0.02% | 234 |
|
|
2022
Q2 | $440K | Buy |
6,398
+170
| +3% | +$13.4K | 0.02% | 228 |
|
|
2022
Q1 | $576K | Buy |
6,228
+148
| +2% | +$13.6K | 0.02% | 212 |
|
|
2021
Q4 | $621K | Buy |
6,080
+214
| +4% | +$21.3K | 0.03% | 198 |
|
|
2021
Q3 | $526K | Buy |
5,866
+12
| +0.2% | +$1.09K | 0.02% | 192 |
|
|
2021
Q2 | $523K | Buy |
5,854
+350
| +6% | +$30.5K | 0.02% | 191 |
|
|
2021
Q1 | $463K | Buy |
5,504
+1,914
| +53% | +$159K | 0.02% | 198 |
|
|
2020
Q4 | $289K | Hold |
3,590
| – | – | 0.01% | 234 |
|
|
2020
Q3 | $264K | Hold |
3,590
| – | – | 0.01% | 247 |
|
|
2020
Q2 | $229K | Buy |
+3,590
| New | +$212K | 0.01% | 248 |
|
|
2020
Q1 | – | Sell |
-3,590
| Closed | -$225K | – | 319 |
|
|
2019
Q4 | $225K | Hold |
3,590
| – | – | 0.01% | 272 |
|
|
2019
Q3 | $217K | Sell |
3,590
-300
| -8% | -$18.1K | 0.01% | 282 |
|
|
2019
Q2 | $237K | Buy |
+3,890
| New | +$228K | 0.02% | 267 |
|
|
2018
Q4 | – | Sell |
-4,510
| Closed | -$264K | – | 1222 |
|
|
2018
Q3 | $264K | Sell |
4,510
-60
| -1% | -$3.42K | 0.02% | 207 |
|
|
2018
Q2 | $250K | Sell |
4,570
-1,082
| -19% | -$57.2K | 0.02% | 205 |
|
|
2018
Q1 | $286K | Buy |
5,652
+288
| +5% | +$15K | 0.02% | 233 |
|
|
2017
Q4 | $265K | Sell |
5,364
-362
| -6% | -$17K | 0.02% | 244 |
|
|
2017
Q3 | $258K | Hold |
5,726
| – | – | 0.02% | 311 |
|
|
2017
Q2 | $257K | Buy |
5,726
+972
| +20% | +$43.5K | 0.02% | 280 |
|
|
2017
Q1 | $209K | Buy |
+4,754
| New | +$204K | 0.02% | 310 |
|
Other funds holding XLY
MIFH
Avantax Planning Partners's XLY Position: Q2 2026 in Review
Avantax Planning Partners held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,906 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #344.
Avantax Planning Partners first reported a position in XLY in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.05M in Q2 2023. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Avantax Planning Partners held 2,906 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $341K as of Q2 2026.
- Avantax Planning Partners left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #344 holding.
- Avantax Planning Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2017 and has held it in 35 quarters since.
- Avantax Planning Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.05M in Q2 2023.
- 1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.