HBW Advisory Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

HBW Advisory Services’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	$1.62M	Sell	13,848 -532	-4%	-$62.1K	0.15%	147
2026 Q1	$1.57M	Sell	14,380 -513	-3%	-$60K	0.17%	141
2025 Q4	$1.78M	Sell	14,893 -181	-1%	-$21.5K	0.19%	116
2025 Q3	$1.81M	Sell	15,074 -1,042	-6%	-$119K	0.2%	117
2025 Q2	$1.75M	Sell	16,116 -4,164	-21%	-$426K	0.22%	114
2025 Q1	$2M	Buy	20,280 +2,810	+16%	+$305K	0.28%	93
2024 Q4	$1.96M	Buy	17,470 +1,828	+12%	+$196K	0.2%	89
2024 Q3	$1.57M	Buy	15,642 +2,168	+16%	+$203K	0.23%	102
2024 Q2	$1.23M	Buy	13,474 +4,038	+43%	+$359K	0.2%	121
2024 Q1	$844K	Hold	9,436	–	–	0.16%	137
2023 Q4	$844K	Buy	9,436 +524	+6%	+$43.4K	0.16%	137
2023 Q3	$717K	Sell	8,912 -4,764	-35%	-$403K	0.15%	145
2023 Q2	$1.16M	Buy	13,676 +5,212	+62%	+$399K	0.25%	96
2023 Q1	$633K	Sell	8,464 -548	-6%	-$39.3K	0.16%	145
2022 Q4	$582K	Sell	9,012 -498	-5%	-$34.7K	0.15%	153
2022 Q3	$677K	Buy	9,510 +158	+2%	+$12.4K	0.19%	138
2022 Q2	$643K	Sell	9,352 -460	-5%	-$36.2K	0.17%	133
2022 Q1	$908K	Sell	9,812 -984	-9%	-$90.1K	0.32%	92
2021 Q4	$1.1M	Sell	10,796 -610	-5%	-$60.8K	0.26%	95
2021 Q3	$1.02M	Buy	11,406 +560	+5%	+$50.9K	0.26%	91
2021 Q2	$968K	Buy	10,846 +364	+3%	+$31.7K	0.25%	99
2021 Q1	$881K	Buy	10,482 +190	+2%	+$15.8K	0.23%	99
2020 Q4	$827K	Buy	10,292 +118	+1%	+$9.1K	0.25%	89
2020 Q3	$748K	Sell	10,174 -9,144	-47%	-$647K	0.31%	80
2020 Q2	$1.23M	Buy	+19,318	New	+$1.14M	0.57%	60
2020 Q1	–	Sell	-11,142	Closed	-$704K	–	159
2019 Q4	$704K	Sell	11,142 -10,312	-48%	-$627K	0.41%	60
2019 Q3	$1.27M	Buy	+21,454	New	+$1.29M	1.22%	35

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

HBW Advisory Services's XLY Position: Q2 2026 in Review

HBW Advisory Services reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.7% in Q2 2026, selling an estimated $62.1K and leaving 13,848 shares worth $1.62M. The position accounts for 0.15% of the portfolio, ranked #147.

HBW Advisory Services first reported a position in XLY in Q3 2019 and has held it in 27 quarters since. The position peaked at $2M in Q1 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

HBW Advisory Services held 13,848 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.62M as of Q2 2026.
HBW Advisory Services sold 532 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $62.1K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.15% of HBW Advisory Services's portfolio in Q2 2026, its #147 holding.
HBW Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2019 and has held it in 27 quarters since.
HBW Advisory Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2M in Q1 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.