Avestar Capital’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Avestar Capital’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 Q1	$201K	Buy	1,848 +2	+0.1%	+$234	0.01%	485
2025 Q4	$220K	Buy	1,846 +2	+0.1%	+$237	0.01%	447
2025 Q3	$221K	Buy	1,844 +2	+0.1%	+$229	0.01%	453
2025 Q2	$200K	Buy	+1,842	New	+$188K	0.01%	468
2025 Q1	–	Sell	-2,210	Closed	-$248K	–	557
2024 Q4	$248K	Buy	+2,210	New	+$236K	0.02%	429
2019 Q3	–	Sell	-1,742	Closed	-$103K	–	862
2019 Q2	$103K	Hold	1,742	–	–	0.07%	187
2019 Q1	$98K	Sell	1,742 -1,584	-48%	-$85.9K	0.06%	196
2018 Q4	$164K	Hold	3,326	–	–	0.11%	113
2018 Q3	$194K	Hold	3,326	–	–	0.11%	124
2018 Q2	$180K	Buy	3,326 +2,854	+605%	+$151K	0.11%	114
2018 Q1	$23K	Sell	472 -752	-61%	-$39.2K	0.02%	316
2017 Q4	$60K	Buy	+1,224	New	+$57.6K	0.04%	227

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Avestar Capital's XLY Position: Q1 2026 in Review

Avestar Capital increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.11% in Q1 2026, buying an estimated $234 and bringing the position to 1,848 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #485.

Avestar Capital first reported a position in XLY in Q4 2017 and has held it in 12 quarters since. The position peaked at $248K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Avestar Capital held 1,848 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $201K as of Q1 2026.
Avestar Capital bought 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $234.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Avestar Capital's portfolio in Q1 2026, its #485 holding.
Avestar Capital first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 12 quarters since.
Avestar Capital's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $248K in Q4 2024.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.