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

Crewe 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	$221K	Buy	1,888 +74	+4%	+$8.64K	0.02%	222
2026 Q1	$198K	Hold	1,814	–	–	0.02%	208
2025 Q4	$217K	Buy	1,814 +78	+4%	+$9.25K	0.02%	202
2025 Q3	$208K	Buy	1,736 +316	+22%	+$36.2K	0.02%	203
2025 Q2	$154K	Hold	1,420	–	–	0.02%	182
2025 Q1	$140K	Sell	1,420 -2,778	-66%	-$301K	0.02%	169
2024 Q4	$471K	Hold	4,198	–	–	0.06%	80
2024 Q3	$421K	Buy	4,198 +2,628	+167%	+$246K	0.05%	92
2024 Q2	$143K	Hold	1,570	–	–	0.02%	223
2024 Q1	$144K	Hold	1,570	–	–	0.02%	220
2023 Q4	$140K	Hold	1,570	–	–	0.02%	85
2023 Q3	$126K	Hold	1,570	–	–	0.02%	91
2023 Q2	$133K	Sell	1,570 -396	-20%	-$30.3K	0.02%	179
2023 Q1	$147K	Sell	1,966 -178	-8%	-$12.8K	0.02%	187
2022 Q4	$138K	Buy	2,144 +6	+0.3%	+$418	0.02%	190
2022 Q3	$152K	Buy	2,138 +1,710	+400%	+$134K	0.03%	176
2022 Q2	$29K	Buy	428 +220	+106%	+$17.3K	0.01%	361
2022 Q1	$19K	Sell	208 -224	-52%	-$20.5K	﹤0.01%	302
2021 Q4	$44K	Buy	+432	New	+$43K	0.01%	199
2021 Q3	–	Sell	-16	Closed	-$1K	–	475
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	456
2021 Q1	$1K	Buy	+16	New	+$1.33K	﹤0.01%	454
2019 Q3	–	Sell	-378	Closed	-$23K	–	317
2019 Q2	$23K	Buy	+378	New	+$22.1K	0.01%	181
2018 Q3	–	Sell	-166	Closed	-$9K	–	273
2018 Q2	$9K	Buy	+166	New	+$8.77K	0.01%	220
2018 Q1	–	Sell	-1,714	Closed	-$85K	–	294
2017 Q4	$85K	Buy	+1,714	New	+$80.7K	0.08%	89

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

Crewe Advisors's XLY Position: Q2 2026 in Review

Crewe Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.1% in Q2 2026, buying an estimated $8.64K and bringing the position to 1,888 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #222.

Crewe Advisors first reported a position in XLY in Q4 2017 and has held it in 24 quarters since. The position peaked at $471K in Q4 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Crewe Advisors held 1,888 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $221K as of Q2 2026.
Crewe Advisors bought 74 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $8.64K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #222 holding.
Crewe Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2017 and has held it in 24 quarters since.
Crewe Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $471K in Q4 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.