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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
2021
Q3 		– Sell
-2,000
Closed -$4K – 822
2021
Q2 		$4K Buy
+2,000
New +$174K ﹤0.01% 743

Other funds holding XLY

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
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Dynamic Advisor Solutions's XLY Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 26% in Q2 2026, selling an estimated $1.35M and leaving 32,297 shares worth $3.79M. The position accounts for 0.11% of the portfolio, ranked #202.

Dynamic Advisor Solutions first reported a position in XLY in Q4 2013 and has held it in 45 quarters since. The position peaked at $6.46M in Q3 2025. 264 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Dynamic Advisor Solutions held 32,297 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.79M as of Q2 2026.
  • Dynamic Advisor Solutions sold 11,529 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.35M.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #202 holding.
  • Dynamic Advisor Solutions first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and has held it in 45 quarters since.
  • Dynamic Advisor Solutions's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.46M in Q3 2025.
  • 264 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.