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

Doliver 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 		$349K Hold
2,980
– – 0.08% 152
2026
Q1 		$325K Hold
2,980
– – 0.07% 148
2025
Q4 		$356K Hold
2,980
– – 0.09% 137
2025
Q3 		$357K Buy
+2,980
New +$341K 0.09% 135

Other funds holding XLY

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

Doliver Advisors's XLY Position: Q2 2026 in Review

Doliver Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,980 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #152.

Doliver Advisors first reported a position in XLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $357K in Q3 2025. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Doliver Advisors held 2,980 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $349K as of Q2 2026.
  • Doliver 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 0.08% of Doliver Advisors's portfolio in Q2 2026, its #152 holding.
  • Doliver 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.
  • Doliver Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $357K in Q3 2025.
  • 421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.