Excelsior Advisor Network’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Excelsior Advisor Network’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	$226K	Buy	+1,930	New	+$225K	0.03%	413

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

Excelsior Advisor Network's XLY Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 1,930 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #413 among its holdings.

1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Excelsior Advisor Network held 1,930 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $226K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Excelsior Advisor Network position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Excelsior Advisor Network's portfolio in Q2 2026, its #413 holding.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.