Milestones Private Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Milestones Private Investment 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	$303K	Sell	2,586 -30,541	-92%	-$3.56M	0.24%	61
2026 Q1	$3.61M	Buy	33,127 +1,001	+3%	+$117K	3.18%	10
2025 Q4	$3.84M	Sell	32,126 -2,462	-7%	-$292K	2.64%	8
2025 Q3	$4.14M	Sell	34,588 -6	-0%	-$687	2.83%	6
2025 Q2	$3.76M	Buy	+34,594	New	+$3.54M	2.78%	7

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

Milestones Private Investment Advisors's XLY Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 92% in Q2 2026, selling an estimated $3.56M and leaving 2,586 shares worth $303K. The position accounts for 0.24% of the portfolio, ranked #61.

Milestones Private Investment Advisors first reported a position in XLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.14M in Q3 2025. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Milestones Private Investment Advisors held 2,586 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $303K as of Q2 2026.
Milestones Private Investment Advisors sold 30,541 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $3.56M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.24% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #61 holding.
Milestones Private Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Milestones Private Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $4.14M in Q3 2025.
1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.