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

Roberts 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 Q2	$1.85M	Buy	15,804 +3,407	+27%	+$398K	0.42%	60
2026 Q1	$1.35M	Buy	12,397 +1,255	+11%	+$147K	0.34%	64
2025 Q4	$1.33M	Sell	11,142 -728	-6%	-$86.3K	0.35%	65
2025 Q3	$1.42M	Sell	11,870 -142	-1%	-$16.3K	0.38%	64
2025 Q2	$1.31M	Buy	12,012 +58	+0.5%	+$5.93K	0.38%	62
2025 Q1	$1.18M	Sell	11,954 -466	-4%	-$50.5K	0.36%	64
2024 Q4	$1.41M	Sell	12,420 -214	-2%	-$22.9K	0.43%	57
2024 Q3	$1.24M	Sell	12,634 -114	-0.9%	-$10.7K	0.4%	57
2024 Q2	$1.21M	Sell	12,748 -504	-4%	-$44.8K	0.41%	58
2024 Q1	$1.15M	Buy	+13,252	New	+$1.18M	0.43%	59
2023 Q4	–	Sell	-14,048	Closed	-$1.13M	–	89
2023 Q3	$1.13M	Sell	14,048 -1,178	-8%	-$99.6K	0.5%	54
2023 Q2	$1.29M	Sell	15,226 -514	-3%	-$39.4K	0.57%	52
2023 Q1	$1.16M	Buy	15,740 +30	+0.2%	+$2.15K	0.53%	53
2022 Q4	$1.01M	Buy	15,710 +2,922	+23%	+$204K	0.49%	57
2022 Q3	$931K	Buy	12,788 +260	+2%	+$20.3K	0.46%	55
2022 Q2	$917K	Buy	12,528 +248	+2%	+$19.5K	0.4%	60
2022 Q1	$1.14M	Buy	12,280 +186	+2%	+$17K	0.45%	63
2021 Q4	$1.27M	Buy	12,094 +294	+2%	+$29.3K	0.46%	60
2021 Q3	$1.06M	Buy	+11,800	New	+$1.07M	0.42%	62

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

Roberts Wealth Advisors's XLY Position: Q2 2026 in Review

Roberts Wealth Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 27% in Q2 2026, buying an estimated $398K and bringing the position to 15,804 shares worth $1.85M. The position accounts for 0.42% of the portfolio, ranked #60.

Roberts Wealth Advisors first reported a position in XLY in Q3 2021 and has held it in 19 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Roberts Wealth Advisors held 15,804 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.85M as of Q2 2026.
Roberts Wealth Advisors bought 3,407 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $398K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.42% of Roberts Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Roberts Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2021 and has held it in 19 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 Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.