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

Lloyd 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 Q2	$47.6K	Buy	+406	New	+$47.4K	0.02%	242
2026 Q1	–	Sell	-404	Closed	-$48.3K	–	1055
2025 Q4	$48.3K	Buy	+404	New	+$47.9K	0.02%	238
2022 Q2	–	Sell	-840	Closed	-$78K	–	581
2022 Q1	$78K	Buy	840 +412	+96%	+$37.7K	0.04%	184
2021 Q4	$44K	Hold	428	–	–	0.02%	215
2021 Q3	$38K	Hold	428	–	–	0.02%	189
2021 Q2	$38K	Buy	428 +140	+49%	+$12.2K	0.02%	184
2021 Q1	$24K	Hold	288	–	–	0.01%	207
2020 Q4	$23K	Hold	288	–	–	0.01%	172
2020 Q3	$21K	Buy	288 +262	+1,008%	+$18.5K	0.01%	156
2020 Q2	$2K	Hold	26	–	–	﹤0.01%	275
2020 Q1	$1K	Sell	26 -52	-67%	-$3.07K	﹤0.01%	260
2019 Q4	$5K	Buy	+78	New	+$4.75K	﹤0.01%	258

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

Lloyd Advisory Services's XLY Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 406 shares worth $47.6K. The stake represents 0.02% of the portfolio and ranks #242 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in XLY as recently as Q4 2025.

Lloyd Advisory Services first reported a position in XLY in Q4 2019 and has held it in 12 quarters since. The position peaked at $78K in Q1 2022. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Lloyd Advisory Services held 406 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $47.6K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Lloyd Advisory Services position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #242 holding.
Lloyd Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and has held it in 12 quarters since.
Lloyd Advisory Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $78K in Q1 2022.
1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.