Commonwealth Equity Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Commonwealth Equity Services’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	$28.9M	Sell	246,330 -34,269	-12%	-$4M	0.04%	471
2026 Q1	$30.6M	Sell	280,599 -117,094	-29%	-$13.7M	0.04%	422
2025 Q4	$47.5M	Buy	397,693 +1,979	+0.5%	+$235K	0.06%	295
2025 Q3	$47.4M	Sell	395,714 -23,060	-6%	-$2.64M	0.06%	304
2025 Q2	$45.5M	Sell	418,774 -87,132	-17%	-$8.91M	0.06%	315
2025 Q1	$49.9M	Buy	505,906 +67,074	+15%	+$7.27M	0.07%	268
2024 Q4	$49.2M	Buy	438,832 +17,330	+4%	+$1.85M	0.07%	250
2024 Q3	$42.2M	Sell	421,502 -50,942	-11%	-$4.76M	0.06%	279
2024 Q2	$43.1M	Sell	472,444 -118,312	-20%	-$10.5M	0.07%	265
2024 Q1	$54.3M	Buy	590,756 +18,748	+3%	+$1.67M	0.09%	211
2023 Q4	$51.1M	Buy	572,008 +58,378	+11%	+$4.83M	0.09%	203
2023 Q3	$41.3M	Sell	513,630 -109,156	-18%	-$9.23M	0.09%	225
2023 Q2	$52.9M	Buy	622,786 +80,306	+15%	+$6.15M	0.11%	180
2023 Q1	$40.6K	Buy	542,480 +26,926	+5%	+$1.93M	0.09%	209
2022 Q4	$33.3M	Sell	515,554 -11,768	-2%	-$821K	0.08%	238
2022 Q3	$37.6M	Sell	527,322 -24,368	-4%	-$1.91M	0.1%	196
2022 Q2	$37.9M	Sell	551,690 -8,656	-2%	-$682K	0.1%	200
2022 Q1	$51.8M	Sell	560,346 -43,918	-7%	-$4.02M	0.12%	166
2021 Q4	$61.8M	Buy	604,264 +38,524	+7%	+$3.84M	0.14%	148
2021 Q3	$50.8M	Sell	565,740 -36,854	-6%	-$3.35M	0.13%	160
2021 Q2	$53.8M	Sell	602,594 -173,948	-22%	-$15.1M	0.14%	159
2021 Q1	$65.3M	Buy	776,542 +49,956	+7%	+$4.16M	0.18%	121
2020 Q4	$58.4M	Buy	726,586 +110,192	+18%	+$8.5M	0.18%	122
2020 Q3	$45.3M	Buy	616,394 +118,070	+24%	+$8.36M	0.15%	141
2020 Q2	$31.8M	Buy	498,324 +87,992	+21%	+$5.19M	0.12%	170
2020 Q1	$20.1M	Sell	410,332 -236,978	-37%	-$14M	0.09%	208
2019 Q4	$40.6M	Buy	647,310 +48,402	+8%	+$2.94M	0.15%	132
2019 Q3	$36.1M	Buy	598,908 +35,080	+6%	+$2.11M	0.15%	136
2019 Q2	$33.6M	Sell	563,828 -9,158	-2%	-$536K	0.15%	145
2019 Q1	$32.6M	Buy	572,986 +168,984	+42%	+$9.16M	0.15%	145
2018 Q4	$20M	Sell	404,002 -14,676	-4%	-$776K	0.11%	185
2018 Q3	$24.5M	Buy	418,678 +24,450	+6%	+$1.39M	0.12%	170
2018 Q2	$21.5M	Buy	394,228 +2,608	+0.7%	+$138K	0.11%	169
2018 Q1	$19.8M	Buy	391,620 +53,372	+16%	+$2.78M	0.11%	181
2017 Q4	$16.7M	Buy	338,248 +9,586	+3%	+$451K	0.09%	200
2017 Q3	$14.8M	Sell	328,662 -40,548	-11%	-$1.82M	0.09%	206
2017 Q2	$16.5M	Sell	369,210 -16,380	-4%	-$734K	0.11%	183
2017 Q1	$17M	Buy	385,590 +10,802	+3%	+$463K	0.11%	178
2016 Q4	$15.3M	Buy	374,788 +38,270	+11%	+$1.55M	0.11%	183
2016 Q3	$13.5M	Sell	336,518 -21,434	-6%	-$864K	0.11%	194
2016 Q2	$14M	Sell	357,952 -146,308	-29%	-$5.76M	0.12%	173
2016 Q1	$19.9M	Sell	504,260 -35,946	-7%	-$1.34M	0.18%	123
2015 Q4	$21.1M	Buy	540,206 +76,838	+17%	+$3.05M	0.2%	111
2015 Q3	$17.2M	Buy	463,368 +38,350	+9%	+$1.47M	0.18%	119
2015 Q2	$16.3M	Buy	425,018 +23,828	+6%	+$912K	0.16%	135
2015 Q1	$15.1M	Buy	401,190 +248,504	+163%	+$9.13M	0.16%	139
2014 Q4	$5.51M	Buy	152,686 +20,442	+15%	+$701K	0.06%	272
2014 Q3	$4.41M	Sell	132,244 -43,108	-25%	-$1.46M	0.05%	310
2014 Q2	$5.85M	Sell	175,352 -162,124	-48%	-$5.26M	0.07%	256
2014 Q1	$10.9M	Sell	337,476 -99,282	-23%	-$3.24M	0.15%	131
2013 Q4	$14.6M	Sell	436,758 -8,648	-2%	-$275K	0.21%	98
2013 Q3	$13.5M	Buy	445,406 +216	+0%	+$6.41K	0.22%	100
2013 Q2	$12.6M	Buy	+445,190	New	+$12.3M	0.22%	103

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

Commonwealth Equity Services's XLY Position: Q2 2026 in Review

Commonwealth Equity Services reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 12% in Q2 2026, selling an estimated $4M and leaving 246,330 shares worth $28.9M. The position accounts for 0.04% of the portfolio, ranked #471.

Commonwealth Equity Services first reported a position in XLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $65.3M in Q1 2021. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Commonwealth Equity Services held 246,330 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $28.9M as of Q2 2026.
Commonwealth Equity Services sold 34,269 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $4M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Commonwealth Equity Services's portfolio in Q2 2026, its #471 holding.
Commonwealth Equity Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Commonwealth Equity Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $65.3M in Q1 2021.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.