Forvis Mazars Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Forvis Mazars Wealth 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	$2.61M	Sell	22,267 -109	-0.5%	-$12.7K	0.04%	136
2026 Q1	$2.44M	Sell	22,376 -1,165	-5%	-$136K	0.05%	136
2025 Q4	$2.81M	Sell	23,541 -2,851	-11%	-$338K	0.05%	125
2025 Q3	$3.16M	Buy	26,392 +26	+0.1%	+$2.98K	0.06%	118
2025 Q2	$2.87M	Sell	26,366 -450	-2%	-$46K	0.06%	127
2025 Q1	$2.65M	Buy	26,816 +190	+0.7%	+$20.6K	0.06%	130
2024 Q4	$2.99M	Sell	26,626 -952	-3%	-$102K	0.07%	131
2024 Q3	$2.76M	Buy	27,578 +78	+0.3%	+$7.29K	0.06%	145
2024 Q2	$2.51M	Sell	27,500 -1,526	-5%	-$136K	0.06%	139
2024 Q1	$2.67M	Sell	29,026 -304	-1%	-$27.1K	0.07%	136
2023 Q4	$2.62M	Sell	29,330 -1,918	-6%	-$159K	0.07%	133
2023 Q3	$2.52M	Sell	31,248 -14	-0%	-$1.18K	0.08%	129
2023 Q2	$2.65M	Sell	31,262 -146	-0.5%	-$11.2K	0.08%	146
2023 Q1	$2.35M	Sell	31,408 -1,704	-5%	-$122K	0.08%	136
2022 Q4	$2.14M	Sell	33,112 -1,116	-3%	-$77.8K	0.07%	139
2022 Q3	$2.44M	Sell	34,228 -878	-3%	-$68.7K	0.1%	120
2022 Q2	$2.41M	Buy	35,106 +198	+0.6%	+$15.6K	0.1%	113
2022 Q1	$3.23M	Sell	34,908 -52	-0.1%	-$4.76K	0.14%	82
2021 Q4	$3.57M	Buy	34,960 +582	+2%	+$58K	0.15%	70
2021 Q3	$3.08M	Sell	34,378 -340	-1%	-$30.9K	0.14%	73
2021 Q2	$3.1M	Buy	34,718 +522	+2%	+$45.5K	0.14%	73
2021 Q1	$2.87M	Sell	34,196 -2,380	-7%	-$198K	0.14%	73
2020 Q4	$2.94M	Sell	36,576 -814	-2%	-$62.8K	0.15%	77
2020 Q3	$2.75M	Sell	37,390 -8,580	-19%	-$607K	0.16%	68
2020 Q2	$2.94M	Sell	45,970 -3,672	-7%	-$216K	0.19%	59
2020 Q1	$2.43M	Sell	49,642 -776	-2%	-$45.8K	0.2%	53
2019 Q4	$3.16M	Sell	50,418 -990	-2%	-$60.2K	0.23%	57
2019 Q3	$3.1M	Buy	51,408 +1,086	+2%	+$65.5K	0.25%	56
2019 Q2	$3M	Buy	50,322 +960	+2%	+$56.2K	0.24%	56
2019 Q1	$2.81M	Buy	49,362 +24,390	+98%	+$1.32M	0.23%	60
2018 Q4	$1.24M	Buy	24,972 +3,566	+17%	+$189K	0.13%	81
2018 Q3	$1.25M	Buy	+21,406	New	+$1.22M	0.11%	97

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

Forvis Mazars Wealth Advisors's XLY Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.49% in Q2 2026, selling an estimated $12.7K and leaving 22,267 shares worth $2.61M. The position accounts for 0.04% of the portfolio, ranked #136.

Forvis Mazars Wealth Advisors first reported a position in XLY in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.57M in Q4 2021. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Forvis Mazars Wealth Advisors held 22,267 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.61M as of Q2 2026.
Forvis Mazars Wealth Advisors sold 109 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $12.7K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #136 holding.
Forvis Mazars Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2018 and has held it in 32 quarters since.
Forvis Mazars Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.57M in Q4 2021.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.