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MIA
MMBG Investment Advisors’s
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
Stock Holding History
MMBG 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
Q1
$6.28M
Hold
57,626
–
–
0.58%
33
2025
Q4
$6.88M
Sell
57,626
-2,800
-5%
-$332K
0.58%
35
2025
Q3
$7.24M
Sell
60,426
-3,806
-6%
-$436K
0.64%
32
2025
Q2
$6.98M
Sell
64,232
-4,790
-7%
-$490K
0.69%
29
2025
Q1
$6.81M
Sell
69,022
-10,500
-13%
-$1.14M
0.77%
28
2024
Q4
$8.92M
Sell
79,522
-25,622
-24%
-$2.74M
0.95%
23
2024
Q3
$10.5M
Buy
105,144
+2,754
+3%
+$257K
1.1%
22
2024
Q2
$9.34M
Sell
102,390
-9,442
-8%
-$839K
1%
24
2024
Q1
$10.3M
Hold
111,832
–
–
1.08%
21
2023
Q4
$10M
Sell
111,832
-1,570
-1%
-$130K
1.18%
19
2023
Q3
$9.13M
Sell
113,402
-5,180
-4%
-$438K
1.15%
20
2023
Q2
$9.93M
Hold
118,582
–
–
1.21%
19
2023
Q1
$8.87M
Buy
118,582
+710
+0.6%
+$50.9K
1.12%
21
2022
Q4
$7.61M
Hold
117,872
–
–
1.01%
28
2022
Q3
$8.39M
Hold
117,872
–
–
1.12%
25
2022
Q2
$8.1M
Hold
117,872
–
–
1.01%
28
2022
Q1
$10.9M
Buy
117,872
+2,272
+2%
+$208K
1.14%
24
2021
Q4
$11.8M
Buy
+115,600
New
+$11.5M
1.14%
27
Other funds holding XLY
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T 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
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
LPL Financial
San Diego, California
$376B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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