INVST’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

INVST’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	–	Sell	-7,331	Closed	-$799K	–	369
2026 Q1	$799K	Buy	7,331 +248	+4%	+$29K	0.09%	191
2025 Q4	$846K	Sell	7,083 -2,735	-28%	-$324K	0.09%	178
2025 Q3	$1.18M	Sell	9,818 -38,302	-80%	-$4.38M	0.13%	131
2025 Q2	$5.23M	Sell	48,120 -18,572	-28%	-$1.9M	0.65%	40
2025 Q1	$6.58M	Sell	66,692 -14,960	-18%	-$1.62M	0.9%	25
2024 Q4	$9.16M	Buy	81,652 +74,828	+1,097%	+$8M	1.11%	23
2024 Q3	$684K	Sell	6,824 -452	-6%	-$42.3K	0.08%	156
2024 Q2	$666K	Sell	7,276 -88,176	-92%	-$7.83M	0.07%	148
2024 Q1	$8.71M	Sell	95,452 -194	-0.2%	-$17.3K	1.03%	27
2023 Q4	$8.41M	Sell	95,646 -16,772	-15%	-$1.39M	1.08%	27
2023 Q3	$9.05M	Buy	+112,418	New	+$9.5M	1.31%	21
2021 Q3	–	Sell	-113,014	Closed	-$10.1M	–	206
2021 Q2	$10.1M	Sell	113,014 -612	-0.5%	-$53.3K	1.65%	19
2021 Q1	$10.2M	Buy	113,626 +4,584	+4%	+$381K	1.76%	19
2020 Q4	$8.77M	Buy	109,042 +9,010	+9%	+$695K	1.59%	21
2020 Q3	$7.45M	Buy	100,032 +1,240	+1%	+$87.8K	1.73%	17
2020 Q2	$6.37M	Sell	98,792 -17,128	-15%	-$1.01M	1.89%	13
2020 Q1	$5.43M	Sell	115,920 -7,306	-6%	-$431K	2.25%	16
2019 Q4	$7.73M	Buy	123,226 +7,316	+6%	+$445K	2.9%	12
2019 Q3	$6.94M	Buy	115,910 +1,686	+1%	+$102K	3.12%	10
2019 Q2	$6.87M	Sell	114,224 -5,718	-5%	-$335K	3.53%	8
2019 Q1	$6.9M	Sell	119,942 -2,968	-2%	-$161K	3.46%	8
2018 Q4	$6.08M	Buy	122,910 +3,684	+3%	+$195K	3.42%	8
2018 Q3	$6.97M	Buy	119,226 +11,288	+10%	+$643K	3.55%	10
2018 Q2	$5.9M	Buy	107,938 +9,332	+9%	+$493K	3.44%	8
2018 Q1	$4.85M	Buy	98,606 +10,794	+12%	+$563K	3.12%	10
2017 Q4	$4.33M	Buy	+87,812	New	+$4.13M	3.19%	10
2017 Q3	–	Sell	-85,606	Closed	-$3.77M	–	36
2017 Q2	$3.77M	Buy	+85,606	New	+$3.83M	5.36%	11

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

INVST's XLY Position: Q2 2026 in Review

INVST sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 7,331 shares — an estimated $799K sold.

INVST first reported a position in XLY in Q2 2017 and held it in 27 quarters. The position peaked at $10.2M in Q1 2021. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

INVST reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
INVST sold 7,331 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $799K.
INVST first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2017 and held it in 27 quarters.
INVST's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $10.2M in Q1 2021.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.