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

Foundations Investment 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 		$1.92M Sell
16,362
-204,950
-93% -$23.9M 0.02% 410
2026
Q1 		$24.1M Buy
221,312
+25,115
+13% +$2.94M 0.3% 84
2025
Q4 		$23.4M Buy
196,197
+7,009
+4% +$831K 0.31% 74
2025
Q3 		$22.7M Sell
189,188
-76,108
-29% -$8.71M 0.33% 69
2025
Q2 		$28.8M Sell
265,296
-12,222
-4% -$1.25M 0.46% 57
2025
Q1 		$27.4M Buy
277,518
+191,910
+224% +$20.8M 0.51% 50
2024
Q4 		$9.6M Buy
85,608
+37,074
+76% +$3.96M 0.19% 111
2024
Q3 		$4.86M Sell
48,534
-160,330
-77% -$15M 0.1% 168
2024
Q2 		$19M Buy
208,864
+167,240
+402% +$14.9M 0.46% 55
2024
Q1 		$3.83M Sell
41,624
-11,212
-21% -$998K 0.1% 159
2023
Q4 		$4.6M Sell
52,836
-256,834
-83% -$21.3M 0.12% 129
2023
Q3 		$24.9M Buy
309,670
+139,072
+82% +$11.8M 0.77% 28
2023
Q2 		$14.5M Buy
170,598
+66,998
+65% +$5.13M 0.48% 37
2023
Q1 		$7.75M Buy
103,600
+4,318
+4% +$310K 0.28% 64
2022
Q4 		$6.41M Buy
99,282
+81,602
+462% +$5.69M 0.26% 58
2022
Q3 		$1.26M Buy
17,680
+8,558
+94% +$670K 0.05% 138
2022
Q2 		$651K Sell
9,122
-85,270
-90% -$6.72M 0.03% 191
2022
Q1 		$8.42M Buy
94,392
+52,948
+128% +$4.85M 0.33% 31
2021
Q4 		$4.17M Buy
41,444
+12,044
+41% +$1.2M 0.16% 53
2021
Q3 		$2.65M Sell
29,400
-262,516
-90% -$23.8M 0.12% 66
2021
Q2 		$26.6M Buy
291,916
+63,664
+28% +$5.54M 1.28% 9
2021
Q1 		$19.8M Sell
228,252
-68,656
-23% -$5.71M 1.14% 10
2020
Q4 		$25.1M Buy
+296,908
New +$22.9M 1.65% 8
2020
Q1 		– Sell
-794,492
Closed -$50.1M – 153
2019
Q4 		$50.1M Buy
794,492
+725,068
+1,044% +$44.1M 6.16% 7
2019
Q3 		$4.1M Buy
69,424
+5,786
+9% +$349K 0.54% 23
2019
Q2 		$3.87M Sell
63,638
-760,658
-92% -$44.5M 0.58% 21
2019
Q1 		$46.9M Buy
+824,296
New +$44.7M 8.15% 2
2018
Q4 		– Sell
-317,352
Closed -$18.6M – 137
2018
Q3 		$18.6M Buy
317,352
+32,688
+11% +$1.86M 4.53% 8
2018
Q2 		$15.6M Buy
+284,664
New +$15M 4.15% 9

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Foundations Investment Advisors's XLY Position: Q2 2026 in Review

Foundations Investment Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 93% in Q2 2026, selling an estimated $23.9M and leaving 16,362 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #410.

Foundations Investment Advisors first reported a position in XLY in Q2 2018 and has held it in 29 quarters since. The position peaked at $50.1M in Q4 2019. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Foundations Investment Advisors held 16,362 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.92M as of Q2 2026.
  • Foundations Investment Advisors sold 204,950 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $23.9M.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #410 holding.
  • Foundations Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and has held it in 29 quarters since.
  • Foundations Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $50.1M in Q4 2019.
  • 1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.