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

Operose 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	$37.8K	Hold	322	–	–	0.01%	333
2026 Q1	$35.1K	Sell	322 -54	-14%	-$6.31K	0.01%	313
2025 Q4	$44.9K	Buy	376 +54	+17%	+$6.4K	0.01%	291
2025 Q3	$38.6K	Hold	322	–	–	0.01%	281
2025 Q2	$35K	Hold	322	–	–	0.01%	258
2025 Q1	$31.8K	Hold	322	–	–	0.01%	244
2024 Q4	$36.1K	Hold	322	–	–	0.01%	234
2024 Q3	$32.3K	Hold	322	–	–	0.01%	330
2024 Q2	$29.4K	Hold	322	–	–	0.01%	303
2024 Q1	$29.6K	Hold	322	–	–	0.01%	320
2023 Q4	$28.8K	Hold	322	–	–	0.01%	295
2023 Q3	$25.9K	Hold	322	–	–	0.01%	428
2023 Q2	$27.3K	Hold	322	–	–	0.01%	206
2023 Q1	$24.1K	Hold	322	–	–	0.01%	209
2022 Q4	$20.8K	Hold	322	–	–	0.01%	218
2022 Q3	$23K	Hold	322	–	–	0.02%	209
2022 Q2	$22K	Hold	322	–	–	0.02%	196
2022 Q1	$30K	Hold	322	–	–	0.02%	185
2021 Q4	$33K	Buy	+322	New	+$32.1K	0.03%	163

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

Operose Advisors's XLY Position: Q2 2026 in Review

Operose Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 322 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #333.

Operose Advisors first reported a position in XLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $44.9K in Q4 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Operose Advisors held 322 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $37.8K as of Q2 2026.
Operose 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 0.01% of Operose Advisors's portfolio in Q2 2026, its #333 holding.
Operose Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Operose Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $44.9K in Q4 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.