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

San Luis 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	$392K	Buy	3,342 +2	+0.1%	+$233	0.06%	143
2026 Q1	$364K	Buy	3,340 +2	+0.1%	+$234	0.06%	136
2025 Q4	$399K	Buy	3,338 +2	+0.1%	+$237	0.07%	141
2025 Q3	$400K	Buy	3,336 +842	+34%	+$96.4K	0.07%	140
2025 Q2	$271K	Sell	2,494 -270	-10%	-$27.6K	0.06%	123
2025 Q1	$273K	Buy	2,764 +2	+0.1%	+$217	0.06%	119
2024 Q4	$310K	Buy	2,762 +34	+1%	+$3.64K	0.06%	117
2024 Q3	$273K	Buy	2,728 +6	+0.2%	+$561	0.06%	121
2024 Q2	$248K	Hold	2,722	–	–	0.06%	116
2024 Q1	$250K	Hold	2,722	–	–	0.13%	42
2023 Q4	$243K	Sell	2,722 -1,080	-28%	-$89.4K	0.1%	49
2023 Q3	$306K	Sell	3,802 -322	-8%	-$27.2K	0.15%	52
2023 Q2	$350K	Sell	4,124 -830	-17%	-$63.5K	0.12%	135
2023 Q1	$370K	Sell	4,954 -214	-4%	-$15.3K	0.14%	123
2022 Q4	$334K	Sell	5,168 -7,490	-59%	-$522K	0.31%	55
2022 Q3	$902K	Sell	12,658 -1,632	-11%	-$128K	0.94%	27
2022 Q2	$982K	Buy	14,290 +1,704	+14%	+$134K	1.13%	25
2022 Q1	$1.29M	Hold	12,586	–	–	0.63%	37
2021 Q4	$1.29M	Hold	12,586	–	–	1.31%	20
2021 Q3	$1.13M	Buy	+12,586	New	+$1.14M	0.63%	45
2020 Q4	$1.05M	Buy	+13,120	New	+$1.01M	0.68%	38

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

San Luis Wealth Advisors's XLY Position: Q2 2026 in Review

San Luis Wealth Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.06% in Q2 2026, buying an estimated $233 and bringing the position to 3,342 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #143.

San Luis Wealth Advisors first reported a position in XLY in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.29M in Q1 2022. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

San Luis Wealth Advisors held 3,342 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $392K as of Q2 2026.
San Luis Wealth Advisors bought 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $233.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of San Luis Wealth Advisors's portfolio in Q2 2026, its #143 holding.
San Luis Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
San Luis Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.29M in Q1 2022.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.