Great Valley Advisor Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Great Valley Advisor Group’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	$1.29M	Buy	11,019 +543	+5%	+$63.4K	0.02%	496
2026 Q1	$1.14M	Sell	10,476 -2,359	-18%	-$276K	0.02%	487
2025 Q4	$1.53M	Buy	12,835 +269	+2%	+$31.9K	0.03%	396
2025 Q3	$1.51M	Sell	12,566 -146	-1%	-$16.7K	0.03%	397
2025 Q2	$1.38M	Sell	12,712 -204	-2%	-$20.9K	0.03%	393
2025 Q1	$1.28M	Sell	12,916 -1,526	-11%	-$165K	0.03%	400
2024 Q4	$1.62M	Buy	14,442 +674	+5%	+$72.1K	0.04%	348
2024 Q3	$1.38M	Buy	13,768 +144	+1%	+$13.5K	0.03%	373
2024 Q2	$1.24M	Sell	13,624 -512	-4%	-$45.5K	0.03%	349
2024 Q1	$1.3M	Sell	14,136 -222	-2%	-$19.8K	0.04%	327
2023 Q4	$1.28M	Sell	14,358 -4,282	-23%	-$355K	0.05%	305
2023 Q3	$1.5M	Buy	18,640 +8	+0%	+$676	0.06%	257
2023 Q2	$1.58M	Buy	18,632 +1,770	+10%	+$136K	0.07%	250
2023 Q1	$1.26M	Sell	16,862 -25,820	-60%	-$1.85M	0.06%	274
2022 Q4	$2.76M	Buy	42,682 +278	+0.7%	+$19.4K	0.14%	167
2022 Q3	$3.02M	Sell	42,404 -5,852	-12%	-$458K	0.17%	150
2022 Q2	$3.32M	Buy	48,256 +6,394	+15%	+$504K	0.18%	142
2022 Q1	$4.19M	Sell	41,862 -1,112	-3%	-$102K	0.24%	104
2021 Q4	$4M	Sell	42,974 -2,290	-5%	-$228K	0.25%	104
2021 Q3	$4.06M	Buy	45,264 +2,250	+5%	+$204K	0.28%	93
2021 Q2	$3.69M	Buy	43,014 +3,666	+9%	+$319K	0.27%	100
2021 Q1	$3.31M	Buy	39,348 +840	+2%	+$69.9K	0.32%	74
2020 Q4	$3.1M	Buy	38,508 +2,940	+8%	+$227K	0.32%	72
2020 Q3	$2.61M	Buy	35,568 +3,268	+10%	+$231K	0.32%	74
2020 Q2	$2.06M	Buy	32,300 +1,450	+5%	+$85.5K	0.34%	79
2020 Q1	$1.51M	Sell	30,850 -4,166	-12%	-$246K	0.4%	77
2019 Q4	$2.2M	Sell	35,016 -5,516	-14%	-$336K	0.49%	63
2019 Q3	$2.45M	Sell	40,532 -1,110	-3%	-$66.9K	0.59%	49
2019 Q2	$2.48M	Buy	41,642 +35,794	+612%	+$2.09M	0.62%	44
2019 Q1	$333K	Buy	5,848 +252	+5%	+$13.7K	0.11%	207
2018 Q4	$277K	Buy	+5,596	New	+$296K	0.1%	181

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

Great Valley Advisor Group's XLY Position: Q2 2026 in Review

Great Valley Advisor Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.2% in Q2 2026, buying an estimated $63.4K and bringing the position to 11,019 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #496.

Great Valley Advisor Group first reported a position in XLY in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.19M in Q1 2022. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Great Valley Advisor Group held 11,019 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.29M as of Q2 2026.
Great Valley Advisor Group bought 543 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $63.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #496 holding.
Great Valley Advisor Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Great Valley Advisor Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.19M in Q1 2022.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.