Private Wealth Advisors (California)’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Private Wealth Advisors (California)’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	$12.6M	Buy	107,216 +34,650	+48%	+$4.04M	3.22%	6
2026 Q1	$7.91M	Buy	72,566 +64,178	+765%	+$7.5M	2.22%	10
2025 Q4	$1M	Buy	8,388 +18	+0.2%	+$2.13K	0.32%	59
2025 Q3	$1M	Buy	8,370 +14	+0.2%	+$1.6K	0.34%	59
2025 Q2	$908K	Sell	8,356 -2,706	-24%	-$277K	0.33%	56
2025 Q1	$1.09M	Sell	11,062 -50	-0.4%	-$5.42K	0.39%	52
2024 Q4	$1.25M	Sell	11,112 -942	-8%	-$101K	0.49%	49
2024 Q3	$1.2M	Buy	12,054 +6	+0%	+$561	0.46%	48
2024 Q2	$1.1M	Buy	12,048 +4	+0%	+$355	0.42%	52
2024 Q1	$1.11M	Sell	12,044 -4,796	-28%	-$427K	0.45%	51
2023 Q4	$1.51M	Buy	16,840 +446	+3%	+$36.9K	0.59%	40
2023 Q3	$1.32M	Sell	16,394 -624	-4%	-$52.8K	0.56%	39
2023 Q2	$1.44M	Buy	17,018 +14	+0.1%	+$1.07K	0.59%	36
2023 Q1	$1.27M	Sell	17,004 -72	-0.4%	-$5.16K	0.53%	39
2022 Q4	$1.1M	Buy	17,076 +1,936	+13%	+$135K	0.37%	48
2022 Q3	$1.08M	Buy	15,140 +26	+0.2%	+$2.03K	0.5%	42
2022 Q2	$1.26M	Sell	15,114 -1,166	-7%	-$91.9K	0.46%	41
2022 Q1	$1.51M	Buy	16,280 +6	+0%	+$550	0.48%	39
2021 Q4	$1.66M	Sell	16,274 -390	-2%	-$38.8K	0.36%	43
2021 Q3	$1.7M	Sell	16,664 -714	-4%	-$64.9K	0.41%	50
2021 Q2	$1.55M	Sell	17,378 -706	-4%	-$61.5K	0.48%	43
2021 Q1	$1.52M	Sell	18,084 -2,658	-13%	-$221K	0.52%	37
2020 Q4	$1.74M	Buy	20,742 +38	+0.2%	+$2.93K	0.6%	28
2020 Q3	$1.52M	Sell	20,704 -490	-2%	-$34.7K	0.79%	26
2020 Q2	$1.35M	Sell	21,194 -114	-0.5%	-$6.72K	0.94%	23
2020 Q1	$1.04M	Sell	21,308 -23,466	-52%	-$1.39M	0.86%	26
2019 Q4	$2.81M	Sell	44,774 -85,146	-66%	-$5.18M	1.62%	19
2019 Q3	$7.84M	Buy	129,920 +3,292	+3%	+$198K	5.11%	7
2019 Q2	$7.21M	Hold	126,628	–	–	4.91%	7
2019 Q1	$7.21M	Buy	126,628 +3,444	+3%	+$187K	4.91%	7
2018 Q4	$6.1M	Buy	+123,184	New	+$6.51M	4.93%	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

Private Wealth Advisors (California)'s XLY Position: Q2 2026 in Review

Private Wealth Advisors (California) increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 48% in Q2 2026, buying an estimated $4.04M and bringing the position to 107,216 shares worth $12.6M. The position accounts for 3.22% of the portfolio, ranked #6.

Private Wealth Advisors (California) first reported a position in XLY in Q4 2018 and has held it in 31 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Private Wealth Advisors (California) held 107,216 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $12.6M as of Q2 2026.
Private Wealth Advisors (California) bought 34,650 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $4.04M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 3.22% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #6 holding.
Private Wealth Advisors (California) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.