Aventus Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Aventus Investment Advisors’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	$61.9K	Hold	528	–	–	0.05%	50
2026 Q1	$57.5K	Hold	528	–	–	0.05%	52
2025 Q4	$63K	Hold	528	–	–	0.05%	47
2025 Q3	$63.3K	Hold	528	–	–	0.05%	47
2025 Q2	$57.4K	Buy	+528	New	+$54K	0.05%	48

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Aventus Investment Advisors's XLY Position: Q2 2026 in Review

Aventus Investment Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 528 shares worth $61.9K. The position accounts for 0.05% of the portfolio, ranked #50.

Aventus Investment Advisors first reported a position in XLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $63.3K in Q3 2025. 463 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Aventus Investment Advisors held 528 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $61.9K as of Q2 2026.
Aventus Investment Advisors 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 0.05% of Aventus Investment Advisors's portfolio in Q2 2026, its #50 holding.
Aventus Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Aventus Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $63.3K in Q3 2025.
463 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.