Sage Advisory Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Sage Advisory Services’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	$3.05M	Buy	25,997 +1,125	+5%	+$131K	1.5%	20
2026 Q1	$2.71M	Buy	+24,872	New	+$2.91M	1.48%	20
2022 Q4	–	Sell	-161,624	Closed	-$11.5M	–	51
2022 Q3	$11.5M	Sell	161,624 -12,670	-7%	-$991K	3.59%	13
2022 Q2	$12M	Buy	+174,294	New	+$13.7M	3.43%	12
2020 Q4	–	Sell	-186,874	Closed	-$13.7M	–	58
2020 Q3	$13.7M	Sell	186,874 -29,808	-14%	-$2.11M	4.52%	5
2020 Q2	$13.8M	Buy	+216,682	New	+$12.8M	4.35%	8
2018 Q4	–	Sell	-284,078	Closed	-$16.6M	–	63
2018 Q3	$16.6M	Sell	284,078 -11,284	-4%	-$643K	1.59%	19
2018 Q2	$16.1M	Sell	295,362 -10,012	-3%	-$529K	1.59%	19
2018 Q1	$15.5M	Buy	+305,374	New	+$15.9M	1.55%	22

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

Sage Advisory Services's XLY Position: Q2 2026 in Review

Sage Advisory Services increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 4.5% in Q2 2026, buying an estimated $131K and bringing the position to 25,997 shares worth $3.05M. The position accounts for 1.5% of the portfolio, ranked #20.

Sage Advisory Services first reported a position in XLY in Q1 2018 and has held it in 9 quarters since. The position peaked at $16.6M in Q3 2018. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Sage Advisory Services held 25,997 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.05M as of Q2 2026.
Sage Advisory Services bought 1,125 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $131K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 1.5% of Sage Advisory Services's portfolio in Q2 2026, its #20 holding.
Sage Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2018 and has held it in 9 quarters since.
Sage Advisory Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $16.6M in Q3 2018.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.