Independent Advisor Alliance’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Independent Advisor Alliance’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	$334K	Sell	2,847 -41,649	-94%	-$4.86M	0.01%	803
2026 Q1	$4.85M	Buy	44,496 +41,314	+1,298%	+$4.83M	0.05%	319
2025 Q4	$380K	Buy	3,182 +732	+30%	+$86.8K	0.01%	728
2025 Q3	$294K	Buy	2,450 +118	+5%	+$13.5K	0.01%	772
2025 Q2	$253K	Sell	2,332 -2,226	-49%	-$228K	0.01%	769
2025 Q1	$450K	Sell	4,558 -173,580	-97%	-$18.8M	0.01%	551
2024 Q4	$20M	Buy	+178,138	New	+$19.1M	0.26%	81
2020 Q1	–	Sell	-23,156	Closed	-$1.45M	–	885
2019 Q4	$1.45M	Buy	23,156 +18,388	+386%	+$1.12M	0.06%	294
2019 Q3	$289K	Buy	+4,768	New	+$287K	0.04%	343
2019 Q2	–	Sell	-4,610	Closed	-$262K	–	487
2019 Q1	$262K	Sell	4,610 -2,322	-33%	-$126K	0.04%	347
2018 Q4	$373K	Buy	+6,932	New	+$366K	0.07%	247

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

Independent Advisor Alliance's XLY Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 94% in Q2 2026, selling an estimated $4.86M and leaving 2,847 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #803.

Independent Advisor Alliance first reported a position in XLY in Q4 2018 and has held it in 11 quarters since. The position peaked at $20M in Q4 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Independent Advisor Alliance held 2,847 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $334K as of Q2 2026.
Independent Advisor Alliance sold 41,649 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $4.86M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #803 holding.
Independent Advisor Alliance first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 11 quarters since.
Independent Advisor Alliance's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $20M in Q4 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.