Level Four Advisory Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Level Four Advisory Services’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 Q1	$931K	Buy	8,539 +461	+6%	+$53.9K	0.03%	438
2025 Q4	$965K	Sell	8,078 -1,040	-11%	-$123K	0.03%	416
2025 Q3	$1.09M	Buy	9,118 +548	+6%	+$62.7K	0.04%	392
2025 Q2	$931K	Buy	8,570 +68	+0.8%	+$6.95K	0.03%	398
2025 Q1	$840K	Buy	8,502 +796	+10%	+$86.3K	0.03%	391
2024 Q4	$865K	Sell	7,706 -2,152	-22%	-$230K	0.04%	380
2024 Q3	$971K	Sell	9,858 -936	-9%	-$87.5K	0.04%	360
2024 Q2	$984K	Sell	10,794 -10,018	-48%	-$890K	0.04%	336
2024 Q1	$1.86M	Hold	20,812	–	–	0.1%	214
2023 Q4	$1.86M	Buy	20,812 +706	+4%	+$58.5K	0.1%	210
2023 Q3	$1.62M	Buy	20,106 +248	+1%	+$21K	0.1%	213
2023 Q2	$1.69M	Sell	19,858 -142	-0.7%	-$10.9K	0.1%	213
2023 Q1	$1.5M	Sell	20,000 -1,372	-6%	-$98.4K	0.1%	215
2022 Q4	$1.38M	Buy	21,372 +2,176	+11%	+$152K	0.1%	201
2022 Q3	$1.37M	Sell	19,196 -8,466	-31%	-$662K	0.13%	169
2022 Q2	$1.9M	Sell	27,662 -4,666	-14%	-$368K	0.18%	137
2022 Q1	$2.99M	Buy	32,328 +10,722	+50%	+$982K	0.23%	112
2021 Q4	$2.21M	Buy	+21,606	New	+$2.15M	0.17%	145
2021 Q3	–	Sell	-5,428	Closed	-$485K	–	661
2021 Q2	$485K	Sell	5,428 -748	-12%	-$65.1K	0.03%	402
2021 Q1	$519K	Sell	6,176 -4,296	-41%	-$357K	0.04%	375
2020 Q4	$842K	Buy	10,472 +2,280	+28%	+$176K	0.07%	277
2020 Q3	$602K	Buy	8,192 +1,166	+17%	+$82.5K	0.05%	316
2020 Q2	$448K	Sell	7,026 -1,304	-16%	-$76.9K	0.03%	382
2020 Q1	$407K	Sell	8,330 -17,298	-67%	-$1.02M	0.05%	336
2019 Q4	$1.6M	Sell	25,628 -2,176	-8%	-$132K	0.06%	235
2019 Q3	$1.68M	Sell	27,804 -14	-0.1%	-$844	0.17%	134
2019 Q2	$1.66M	Buy	27,818 +4	+0%	+$234	0.17%	132
2019 Q1	$1.58M	Sell	27,814 -232	-0.8%	-$12.6K	0.17%	136
2018 Q4	$1.39M	Buy	28,046 +3,470	+14%	+$183K	0.17%	130
2018 Q3	$1.44M	Sell	24,576 -144,042	-85%	-$8.2M	0.16%	153
2018 Q2	$9.22M	Buy	168,618 +2,000	+1%	+$106K	0.67%	30
2018 Q1	$8.44M	Buy	166,618 +7,366	+5%	+$384K	0.65%	30
2017 Q4	$7.86M	Buy	159,252 +8,196	+5%	+$386K	0.61%	35
2017 Q3	$6.8M	Sell	151,056 -4,310	-3%	-$194K	0.6%	32
2017 Q2	$6.78M	Sell	155,366 -198	-0.1%	-$8.87K	1.04%	17
2017 Q1	$6.79M	Buy	155,564 +149,654	+2,532%	+$6.41M	0.69%	31
2016 Q4	$241K	Buy	+5,910	New	+$239K	0.03%	404

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Level Four Advisory Services's XLY Position: Q1 2026 in Review

Level Four Advisory Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5.7% in Q1 2026, buying an estimated $53.9K and bringing the position to 8,539 shares worth $931K. The position accounts for 0.03% of the portfolio, ranked #438.

Level Four Advisory Services first reported a position in XLY in Q4 2016 and has held it in 37 quarters since. The position peaked at $9.22M in Q2 2018. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Level Four Advisory Services held 8,539 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $931K as of Q1 2026.
Level Four Advisory Services bought 461 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $53.9K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Level Four Advisory Services's portfolio in Q1 2026, its #438 holding.
Level Four Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and has held it in 37 quarters since.
Level Four Advisory Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $9.22M in Q2 2018.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.