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

LVW 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	$377K	Hold	3,216	–	–	0.03%	295
2026 Q1	$350K	Buy	+3,216	New	+$376K	0.03%	288
2020 Q3	–	Sell	-11,744	Closed	-$750K	–	232
2020 Q2	$750K	Sell	11,744 -2,040	-15%	-$120K	0.18%	78
2020 Q1	$676K	Sell	13,784 -868	-6%	-$51.3K	0.18%	73
2019 Q4	$919K	Sell	14,652 -330	-2%	-$20.1K	0.21%	76
2019 Q3	$904K	Buy	14,982 +50	+0.3%	+$3.01K	0.22%	73
2019 Q2	$890K	Buy	14,932 +1,798	+14%	+$105K	0.25%	68
2019 Q1	$748K	Buy	13,134 +2,616	+25%	+$142K	0.2%	74
2018 Q4	$521K	Sell	10,518 -1,646	-14%	-$87K	0.18%	79
2018 Q3	$713K	Buy	+12,164	New	+$693K	0.2%	77

Other funds holding XLY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

LVW Advisors's XLY Position: Q2 2026 in Review

LVW Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 3,216 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #295.

LVW Advisors first reported a position in XLY in Q3 2018 and has held it in 10 quarters since. The position peaked at $919K in Q4 2019. 612 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

LVW Advisors held 3,216 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $377K as of Q2 2026.
LVW 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 0.03% of LVW Advisors's portfolio in Q2 2026, its #295 holding.
LVW Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2018 and has held it in 10 quarters since.
LVW Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $919K in Q4 2019.
612 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.