Lugano Financial Advisors SA (LFA)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$305K	Hold	2,600	–	–	0.18%	62
2026 Q1	$283K	Hold	2,600	–	–	0.14%	61
2025 Q4	$310K	Hold	2,600	–	–	0.16%	60
2025 Q3	$312K	Hold	2,600	–	–	0.16%	61
2025 Q2	$283K	Hold	2,600	–	–	0.17%	60
2025 Q1	$257K	Hold	2,600	–	–	0.17%	62
2024 Q4	$292K	Hold	2,600	–	–	0.19%	57
2024 Q3	$260K	Hold	2,600	–	–	0.18%	62
2024 Q2	$237K	Hold	2,600	–	–	0.18%	58
2024 Q1	$239K	Buy	2,600 +2,412	+1,283%	+$215K	0.17%	60
2023 Q4	$16.8K	Sell	188 -2,600	-93%	-$215K	0.01%	149
2023 Q3	$224K	Buy	2,788 +188	+7%	+$15.9K	0.19%	49
2023 Q2	$221K	Buy	+2,600	New	+$199K	0.15%	71

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

Lugano Financial Advisors SA (LFA)'s XLY Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 2,600 shares worth $305K. The position accounts for 0.18% of the portfolio, ranked #62.

Lugano Financial Advisors SA (LFA) first reported a position in XLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $312K in Q3 2025. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 2,600 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $305K as of Q2 2026.
Lugano Financial Advisors SA (LFA) 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 0.18% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #62 holding.
Lugano Financial Advisors SA (LFA) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
Lugano Financial Advisors SA (LFA)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $312K in Q3 2025.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.