IPG Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

IPG Investment Advisors’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	$256K	Buy	+2,180	New	+$254K	0.04%	215
2023 Q1	–	Sell	-7,460	Closed	-$482K	–	182
2022 Q4	$482K	Buy	7,460 +3,400	+84%	+$237K	0.13%	77
2022 Q3	$289K	Buy	+4,060	New	+$318K	0.08%	96
2022 Q2	–	Sell	-2,260	Closed	-$209K	–	197
2022 Q1	$209K	Buy	+2,260	New	+$207K	0.04%	149
2019 Q3	–	Sell	-9,600	Closed	-$572K	–	155
2019 Q2	$572K	Hold	9,600	–	–	0.21%	67
2019 Q1	$546K	Sell	9,600 -800	-8%	-$43.4K	0.19%	75
2018 Q4	$515K	Buy	10,400 +1,110	+12%	+$58.7K	0.2%	67
2018 Q3	$544K	Buy	9,290 +60	+0.7%	+$3.42K	0.18%	80
2018 Q2	$504K	Buy	9,230 +2,630	+40%	+$139K	0.18%	85
2018 Q1	$334K	Hold	6,600	–	–	0.11%	101
2017 Q4	$326K	Hold	6,600	–	–	0.14%	94
2017 Q3	$297K	Buy	6,600 +780	+13%	+$35.1K	0.1%	100
2017 Q2	$261K	Sell	5,820 -12,160	-68%	-$545K	0.1%	104
2017 Q1	$791K	Hold	17,980	–	–	0.36%	48
2016 Q4	$732K	Sell	17,980 -800	-4%	-$32.3K	0.3%	59
2016 Q3	$752K	Buy	18,780 +5,500	+41%	+$222K	0.32%	52
2016 Q2	$518K	Buy	+13,280	New	+$523K	0.21%	72
2015 Q4	–	Sell	-9,400	Closed	-$349K	–	141
2015 Q3	$349K	Hold	9,400	–	–	0.16%	88
2015 Q2	$359K	Sell	9,400 -5,600	-37%	-$214K	0.13%	92
2015 Q1	$565K	Buy	15,000 +6,900	+85%	+$254K	0.21%	70
2014 Q4	$292K	Sell	8,100 -4,840	-37%	-$166K	0.11%	91
2014 Q3	$431K	Buy	+12,940	New	+$437K	0.16%	63

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

IPG Investment Advisors's XLY Position: Q2 2026 in Review

IPG Investment Advisors opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 2,180 shares worth $256K. The stake represents 0.04% of the portfolio and ranks #215 among its holdings. This is a return to the name: IPG Investment Advisors previously reported a position in XLY as recently as Q4 2022.

IPG Investment Advisors first reported a position in XLY in Q3 2014 and has held it in 22 quarters since. The position peaked at $791K in Q1 2017. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

IPG Investment Advisors held 2,180 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $256K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new IPG Investment Advisors position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of IPG Investment Advisors's portfolio in Q2 2026, its #215 holding.
IPG Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2014 and has held it in 22 quarters since.
IPG Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $791K in Q1 2017.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.