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

CV 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	$3.05M	Hold	26,000	–	–	0.56%	20
2026 Q1	$2.83M	Sell	26,000 -32	-0.1%	-$3.74K	0.77%	16
2025 Q4	$3.11M	Buy	26,032 +32	+0.1%	+$3.79K	0.79%	15
2025 Q3	$3.12M	Buy	+26,000	New	+$2.98M	0.86%	13

Other funds holding XLY

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

CV Advisors's XLY Position: Q2 2026 in Review

CV Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 26,000 shares worth $3.05M. The position accounts for 0.56% of the portfolio, ranked #20.

CV Advisors first reported a position in XLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.12M in Q3 2025. 313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

CV Advisors held 26,000 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.05M as of Q2 2026.
CV Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.56% of CV Advisors's portfolio in Q2 2026, its #20 holding.
CV Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
CV Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.12M in Q3 2025.
313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.