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B. Riley Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

B. Riley Wealth 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
2025
Q3 		– Sell
-3,000
Closed -$326K – 1187
2025
Q2 		$326K Buy
+3,000
New +$307K 0.02% 676

Other funds holding XLY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
WA
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
TC
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

B. Riley Wealth Advisors's XLY Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.4% in Q2 2026, selling an estimated $38.4K and leaving 23,556 shares worth $2.76M. The position accounts for 0.15% of the portfolio, ranked #143.

B. Riley Wealth Advisors first reported a position in XLY in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.16M in Q4 2024. 612 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • B. Riley Wealth Advisors held 23,556 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.76M as of Q2 2026.
  • B. Riley Wealth Advisors sold 329 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $38.4K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.15% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • B. Riley Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.16M in Q4 2024.
  • 612 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.