Independence Wealth Advisors (Ohio)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Independence Wealth Advisors (Ohio)’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	$3.95M	Sell	33,650 -43,001	-56%	-$5.02M	1.98%	15
2026 Q1	$8.35M	Buy	76,651 +5,514	+8%	+$644K	4.45%	4
2025 Q4	$8.49M	Buy	+71,137	New	+$8.43M	4.78%	5

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

Independence Wealth Advisors (Ohio)'s XLY Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 56% in Q2 2026, selling an estimated $5.02M and leaving 33,650 shares worth $3.95M. The position accounts for 1.98% of the portfolio, ranked #15.

Independence Wealth Advisors (Ohio) first reported a position in XLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.49M in Q4 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Independence Wealth Advisors (Ohio) held 33,650 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.95M as of Q2 2026.
Independence Wealth Advisors (Ohio) sold 43,001 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $5.02M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 1.98% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #15 holding.
Independence Wealth Advisors (Ohio) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Independence Wealth Advisors (Ohio)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.49M in Q4 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.