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

Mount Yale 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	$6.3M	Sell	53,677 -31,033	-37%	-$3.62M	0.12%	195
2026 Q1	$9.23M	Buy	84,710 +46,516	+122%	+$5.44M	0.21%	105
2025 Q4	$4.56M	Buy	38,194 +27,320	+251%	+$3.24M	0.22%	103
2025 Q3	$1.3M	Sell	10,874 -16,400	-60%	-$1.88M	0.09%	234
2025 Q2	$2.96M	Sell	27,274 -1,500	-5%	-$153K	0.23%	90
2025 Q1	$2.84M	Buy	28,774 +1,080	+4%	+$117K	0.24%	90
2024 Q4	$3.11M	Sell	27,694 -20,866	-43%	-$2.23M	0.25%	82
2024 Q3	$4.86M	Sell	48,560 -7,866	-14%	-$735K	0.47%	47
2024 Q2	$5.15M	Buy	56,426 +806	+1%	+$71.6K	0.41%	45
2024 Q1	$5.11M	Buy	55,620 +3,186	+6%	+$284K	0.39%	52
2023 Q4	$4.69M	Buy	52,434 +6,044	+13%	+$501K	0.45%	46
2023 Q3	$3.73M	Buy	46,390 +6,054	+15%	+$512K	0.41%	56
2023 Q2	$3.42M	Buy	40,336 +3,366	+9%	+$258K	0.36%	64
2023 Q1	$2.76M	Buy	36,970 +4,580	+14%	+$328K	0.31%	76
2022 Q4	$2.09M	Buy	32,390 +50	+0.2%	+$3.49K	0.24%	100
2022 Q3	$2.3M	Buy	32,340 +6,316	+24%	+$494K	0.31%	78
2022 Q2	$1.79M	Buy	26,024 +680	+3%	+$53.6K	0.23%	104
2022 Q1	$2.34M	Buy	25,344 +2,336	+10%	+$214K	0.25%	90
2021 Q4	$2.35M	Sell	23,008 -1,028	-4%	-$102K	0.24%	96
2021 Q3	$2.16M	Buy	24,036 +1,816	+8%	+$165K	0.25%	98
2021 Q2	$1.98M	Sell	22,220 -4,126	-16%	-$359K	0.24%	89
2021 Q1	$2.21M	Buy	26,346 +3,882	+17%	+$323K	0.29%	84
2020 Q4	$1.81M	Sell	22,464 -762	-3%	-$58.7K	0.25%	91
2020 Q3	$1.71M	Sell	23,226 -244	-1%	-$17.3K	0.24%	94
2020 Q2	$1.5M	Buy	23,470 +1,722	+8%	+$102K	0.27%	93
2020 Q1	$1.07M	Sell	21,748 -836	-4%	-$49.4K	0.24%	106
2019 Q4	$1.42M	Buy	22,584 +516	+2%	+$31.4K	0.25%	100
2019 Q3	$1.33M	Buy	22,068 +228	+1%	+$13.7K	0.24%	100
2019 Q2	$1.28M	Sell	21,840 -2,136	-9%	-$125K	0.24%	99
2019 Q1	$1.36M	Buy	23,976 +382	+2%	+$20.7K	0.26%	96
2018 Q4	$1.27M	Buy	23,594 +876	+4%	+$46.3K	0.26%	96
2018 Q3	$1.27M	Sell	22,718 -5,066	-18%	-$289K	0.22%	98
2018 Q2	$1.52M	Buy	27,784 +870	+3%	+$46K	0.29%	86
2018 Q1	$1.36M	Buy	+26,914	New	+$1.4M	0.29%	87

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

Mount Yale Investment Advisors's XLY Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 37% in Q2 2026, selling an estimated $3.62M and leaving 53,677 shares worth $6.3M. The position accounts for 0.12% of the portfolio, ranked #195.

Mount Yale Investment Advisors first reported a position in XLY in Q1 2018 and has held it in 34 quarters since. The position peaked at $9.23M in Q1 2026. 1,314 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Mount Yale Investment Advisors held 53,677 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $6.3M as of Q2 2026.
Mount Yale Investment Advisors sold 31,033 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $3.62M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.12% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #195 holding.
Mount Yale Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and has held it in 34 quarters since.
Mount Yale Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $9.23M in Q1 2026.
1,314 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.