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

Bellwether 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	$22.5M	Buy	191,679 +814	+0.4%	+$95K	3.33%	6
2026 Q1	$20.8M	Sell	190,865 -253,607	-57%	-$29.6M	3.52%	6
2025 Q4	$53.1M	Buy	444,472 +58,060	+15%	+$6.88M	8.47%	2
2025 Q3	$46.3M	Sell	386,412 -179,410	-32%	-$20.5M	7.65%	3
2025 Q2	$61.5M	Buy	565,822 +404,242	+250%	+$41.3M	10.5%	2
2025 Q1	$16M	Sell	161,580 -61,408	-28%	-$6.66M	3.33%	6
2024 Q4	$25M	Sell	222,988 -21,524	-9%	-$2.3M	4.47%	4
2024 Q3	$24.5M	Buy	244,512 +22,720	+10%	+$2.12M	4.71%	4
2024 Q2	$20.2M	Sell	221,792 -21,482	-9%	-$1.91M	4.24%	4
2024 Q1	$22.4M	Buy	243,274 +24,676	+11%	+$2.2M	4.91%	4
2023 Q4	$19.5M	Sell	218,598 -12,148	-5%	-$1.01M	4.8%	4
2023 Q3	$18.6M	Sell	230,746 -10,568	-4%	-$893K	5.05%	4
2023 Q2	$20.5M	Buy	+241,314	New	+$18.5M	6.03%	4
2022 Q2	–	Sell	-117,698	Closed	-$10.9M	–	596
2022 Q1	$10.9M	Sell	117,698 -60,708	-34%	-$5.56M	3.24%	7
2021 Q4	$18.2M	Buy	178,406 +175,686	+6,459%	+$17.5M	5.67%	4
2021 Q3	$244K	Sell	2,720 -76,358	-97%	-$6.94M	0.08%	137
2021 Q2	$7.06M	Buy	79,078 +52,926	+202%	+$4.61M	2.43%	9
2021 Q1	$2.2M	Sell	26,152 -10,468	-29%	-$871K	0.87%	31
2020 Q4	$2.94M	Buy	+36,620	New	+$2.82M	1.3%	21

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bellwether Advisors's XLY Position: Q2 2026 in Review

Bellwether Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.43% in Q2 2026, buying an estimated $95K and bringing the position to 191,679 shares worth $22.5M. The position accounts for 3.33% of the portfolio, ranked #6.

Bellwether Advisors first reported a position in XLY in Q4 2020 and has held it in 19 quarters since. The position peaked at $61.5M in Q2 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Bellwether Advisors held 191,679 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $22.5M as of Q2 2026.
Bellwether Advisors bought 814 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $95K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 3.33% of Bellwether Advisors's portfolio in Q2 2026, its #6 holding.
Bellwether Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
Bellwether Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $61.5M in Q2 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.