Moss Adams Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Moss Adams Wealth 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	$268K	Hold	2,460	–	–	0.02%	224
2025 Q4	$294K	Hold	2,460	–	–	0.02%	200
2025 Q3	$295K	Hold	2,460	–	–	0.02%	192
2025 Q2	$267K	Hold	2,460	–	–	0.02%	208
2025 Q1	$243K	Hold	2,460	–	–	0.03%	179
2024 Q4	$276K	Sell	2,460 -136	-5%	-$14.5K	0.03%	157
2024 Q3	$260K	Hold	2,596	–	–	0.03%	163
2024 Q2	$237K	Hold	2,596	–	–	0.03%	147
2024 Q1	$239K	Buy	2,596 +136	+6%	+$12.1K	0.04%	129
2023 Q4	$220K	Hold	2,460	–	–	0.05%	109
2023 Q3	$198K	Hold	2,460	–	–	0.07%	97
2023 Q2	$209K	Sell	2,460 -24	-1%	-$1.84K	0.07%	90
2023 Q1	$186K	Buy	2,484 +24	+1%	+$1.72K	0.06%	92
2022 Q4	$159K	Buy	+2,460	New	+$172K	0.08%	103

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B 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

Moss Adams Wealth Advisors's XLY Position: Q1 2026 in Review

Moss Adams Wealth Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 2,460 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #224.

Moss Adams Wealth Advisors first reported a position in XLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $295K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Moss Adams Wealth Advisors held 2,460 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $268K as of Q1 2026.
Moss Adams Wealth Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #224 holding.
Moss Adams Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Moss Adams Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $295K in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.