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

Clearstead 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	$1.61M	Buy	13,731 +6,619	+93%	+$773K	0.02%	428
2026 Q1	$775K	Buy	7,112 +2,012	+39%	+$235K	0.01%	601
2025 Q4	$609K	Sell	5,100 -70	-1%	-$8.3K	0.01%	601
2025 Q3	$619K	Buy	5,170 +80	+2%	+$9.15K	0.01%	566
2025 Q2	$553K	Buy	5,090 +3,402	+202%	+$348K	0.01%	587
2025 Q1	$167K	Sell	1,688 -2,948	-64%	-$320K	﹤0.01%	874
2024 Q4	$520K	Buy	4,636 +2,750	+146%	+$294K	0.01%	564
2024 Q3	$189K	Sell	1,886 -110	-6%	-$10.3K	﹤0.01%	876
2024 Q2	$182K	Buy	1,996 +78	+4%	+$6.93K	﹤0.01%	842
2024 Q1	$171K	Sell	1,918 -184	-9%	-$16.4K	0.01%	493
2023 Q4	$188K	Buy	2,102 +972	+86%	+$80.5K	0.01%	464
2023 Q3	$91K	Hold	1,130	–	–	0.01%	568
2023 Q2	$95.9K	Buy	1,130 +2	+0.2%	+$153	0.01%	584
2023 Q1	$84.4K	Sell	1,128 -1,202	-52%	-$86.2K	0.01%	540
2022 Q4	$150K	Sell	2,330 -254	-10%	-$17.7K	0.01%	421
2022 Q3	$184K	Sell	2,584 -286	-10%	-$22.4K	0.02%	374
2022 Q2	$197K	Sell	2,870 -732	-20%	-$57.7K	0.02%	381
2022 Q1	$333K	Sell	3,602 -246	-6%	-$22.5K	0.02%	328
2021 Q4	$393K	Sell	3,848 -240	-6%	-$23.9K	0.03%	285
2021 Q3	$367K	Buy	4,088 +3,610	+755%	+$328K	0.03%	280
2021 Q2	$43K	Hold	478	–	–	﹤0.01%	585
2021 Q1	$40K	Hold	478	–	–	﹤0.01%	577
2020 Q4	$38K	Sell	478 -130	-21%	-$10K	﹤0.01%	552
2020 Q3	$45K	Buy	608 +164	+37%	+$11.6K	﹤0.01%	486
2020 Q2	$28K	Buy	444 +130	+41%	+$7.67K	﹤0.01%	498
2020 Q1	$15K	Buy	+314	New	+$18.5K	﹤0.01%	537

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

Clearstead Advisors's XLY Position: Q2 2026 in Review

Clearstead Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 93% in Q2 2026, buying an estimated $773K and bringing the position to 13,731 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #428.

Clearstead Advisors first reported a position in XLY in Q1 2020 and has held it in 26 quarters since. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Clearstead Advisors held 13,731 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.61M as of Q2 2026.
Clearstead Advisors bought 6,619 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $773K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #428 holding.
Clearstead Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.