Dynamic Advisor Solutions’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Dynamic Advisor Solutions’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	$3.79M	Sell	32,297 -11,529	-26%	-$1.35M	0.11%	202
2026 Q1	$4.78M	Buy	43,826 +52	+0.1%	+$6.08K	0.15%	158
2025 Q4	$5.23M	Sell	43,774 -10,144	-19%	-$1.2M	0.17%	139
2025 Q3	$6.46M	Buy	53,918 +8,898	+20%	+$1.02M	0.19%	119
2025 Q2	$4.89M	Buy	45,020 +28,134	+167%	+$2.88M	0.15%	163
2025 Q1	$1.67M	Buy	+16,886	New	+$1.83M	0.05%	314
2024 Q4	–	Sell	-19,944	Closed	-$2M	–	945
2024 Q3	$2M	Sell	19,944 -2,998	-13%	-$280K	0.06%	297
2024 Q2	$2.09M	Buy	22,942 +1,922	+9%	+$171K	0.07%	283
2024 Q1	$1.93M	Buy	21,020 +2,298	+12%	+$205K	0.07%	302
2023 Q4	$1.62M	Sell	18,722 -4,884	-21%	-$404K	0.06%	316
2023 Q3	$1.9M	Buy	23,606 +1,522	+7%	+$129K	0.09%	240
2023 Q2	$1.88M	Buy	22,084 +4,432	+25%	+$339K	0.1%	236
2023 Q1	$1.32M	Buy	17,652 +3,228	+22%	+$231K	0.08%	274
2022 Q4	$931K	Sell	14,424 -3,904	-21%	-$272K	0.06%	293
2022 Q3	$1.3M	Buy	18,328 +54	+0.3%	+$4.22K	0.1%	211
2022 Q2	$1.26M	Buy	18,274 +2,062	+13%	+$162K	0.1%	222
2022 Q1	$1.5M	Sell	16,212 -1,850	-10%	-$169K	0.1%	203
2021 Q4	$1.85M	Sell	18,062 -1,866	-9%	-$186K	0.13%	175
2021 Q3	$1.79M	Buy	19,928 +260	+1%	+$23.6K	0.13%	184
2021 Q2	$1.76M	Sell	19,668 -20	-0.1%	-$1.74K	0.14%	182
2021 Q1	$1.65M	Buy	19,688 +3,892	+25%	+$324K	0.15%	165
2020 Q4	$1.27M	Sell	15,796 -1,964	-11%	-$151K	0.12%	194
2020 Q3	$1.3M	Sell	17,760 -2,314	-12%	-$164K	0.15%	166
2020 Q2	$1.28M	Sell	20,074 -2,344	-10%	-$138K	0.17%	148
2020 Q1	$1.1M	Sell	22,418 -448	-2%	-$26.5K	0.2%	140
2019 Q4	$1.43M	Buy	22,866 +1,490	+7%	+$90.7K	0.2%	134
2019 Q3	$1.29M	Buy	21,376 +166	+0.8%	+$10K	0.2%	132
2019 Q2	$1.26M	Sell	21,210 -11,264	-35%	-$659K	0.2%	126
2019 Q1	$1.85M	Sell	32,474 -13,524	-29%	-$733K	0.35%	83
2018 Q4	$2.46M	Buy	+45,998	New	+$2.43M	0.52%	52
2017 Q3	–	Sell	-8,116	Closed	-$364K	–	234
2017 Q2	$364K	Sell	8,116 -1,132	-12%	-$50.7K	0.14%	165
2017 Q1	$407K	Sell	9,248 -1,704	-16%	-$73K	0.16%	151
2016 Q4	$446K	Sell	10,952 -1,096	-9%	-$44.3K	0.18%	142
2016 Q3	$482K	Buy	12,048 +2,568	+27%	+$103K	0.18%	144
2016 Q2	$370K	Buy	9,480 +528	+6%	+$20.8K	0.15%	150
2016 Q1	$354K	Sell	8,952 -258	-3%	-$9.61K	0.15%	149
2015 Q4	$360K	Sell	9,210 -178	-2%	-$7.06K	0.15%	159
2015 Q3	$349K	Buy	9,388 +810	+9%	+$31.1K	0.18%	129
2015 Q2	$328K	Buy	8,578 +1,150	+15%	+$44K	0.19%	116
2015 Q1	$280K	Sell	7,428 -1,316	-15%	-$48.4K	0.14%	156
2014 Q4	$315K	Buy	8,744 +640	+8%	+$21.9K	0.17%	145
2014 Q3	$270K	Buy	8,104 +208	+3%	+$7.03K	0.15%	152
2014 Q2	$264K	Sell	7,896 -1,650	-17%	-$53.5K	0.16%	164
2014 Q1	$309K	Sell	9,546 -21,018	-69%	-$685K	0.21%	150
2013 Q4	$1.02M	Buy	+30,564	New	+$973K	0.76%	34

Other funds holding XLY

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

KCM

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return