JFS Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$209K Hold
1,778
0.01% 329
2026
Q1
$194K Hold
1,778
0.01% 333
2025
Q4
$212K Hold
1,778
0.01% 313
2025
Q3
$213K Buy
1,778
+1,344
+310% +$154K 0.01% 318
2025
Q2
$47.2K Hold
434
﹤0.01% 472
2025
Q1
$42.8K Sell
434
-986
-69% -$107K ﹤0.01% 509
2024
Q4
$159K Buy
1,420
+142
+11% +$15.2K 0.01% 313
2024
Q3
$128K Buy
1,278
+844
+194% +$78.9K 0.01% 335
2024
Q2
$39.6K Buy
434
+10
+2% +$888 ﹤0.01% 460
2024
Q1
$39K Sell
424
-238
-36% -$21.2K ﹤0.01% 483
2023
Q4
$59.2K Hold
662
0.01% 379
2023
Q3
$53.3K Hold
662
0.01% 370
2023
Q2
$56.2K Sell
662
-50
-7% -$3.83K 0.01% 359
2023
Q1
$53.2K Sell
712
-250
-26% -$17.9K 0.01% 365
2022
Q4
$62.1K Sell
962
-1,106
-53% -$77.1K 0.01% 339
2022
Q3
$147K Hold
2,068
0.02% 247
2022
Q2
$142K Sell
2,068
-500
-19% -$39.4K 0.02% 251
2022
Q1
$238K Buy
2,568
+738
+40% +$67.6K 0.02% 214
2021
Q4
$187K Hold
1,830
0.02% 234
2021
Q3
$164K Buy
+1,830
New +$166K 0.02% 239
2020
Q4
Sell
-408
Closed -$30K 641
2020
Q3
$30K Buy
+408
New +$28.9K 0.01% 282
2018
Q4
Sell
-234
Closed -$14K 547
2018
Q3
$14K Buy
+234
New +$13.3K ﹤0.01% 369
2018
Q2
Sell
-156
Closed -$8K 557
2018
Q1
$8K Buy
156
+126
+420% +$6.57K ﹤0.01% 388
2017
Q4
$1K Buy
+30
New +$1.41K ﹤0.01% 518
2016
Q2
Sell
-218
Closed -$9K 632
2016
Q1
$9K Hold
218
﹤0.01% 411
2015
Q4
$9K Buy
+218
New +$8.65K ﹤0.01% 409

Other funds holding XLY

JFS Wealth Advisors's XLY Position: Q2 2026 in Review

JFS Wealth Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 1,778 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #329.

JFS Wealth Advisors first reported a position in XLY in Q4 2015 and has held it in 26 quarters since. The position peaked at $238K in Q1 2022. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • JFS Wealth Advisors held 1,778 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $209K as of Q2 2026.
  • JFS Wealth Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #329 holding.
  • JFS Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and has held it in 26 quarters since.
  • JFS Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $238K in Q1 2022.
  • 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.