Signature Estate & Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Signature Estate & Investment 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	$341K	Sell	2,910 -1,092	-27%	-$127K	0.01%	518
2026 Q1	$436K	Sell	4,002 -1,494	-27%	-$175K	0.01%	451
2025 Q4	$656K	Buy	5,496 +30	+0.5%	+$3.56K	0.01%	337
2025 Q3	$655K	Sell	5,466 -144	-3%	-$16.5K	0.01%	334
2025 Q2	$610K	Sell	5,610 -12,460	-69%	-$1.27M	0.01%	323
2025 Q1	$1.78M	Sell	18,070 -394,110	-96%	-$42.7M	0.05%	150
2024 Q4	$46.2M	Buy	+412,180	New	+$44.1M	1.16%	25
2017 Q1	–	Sell	-7,434	Closed	-$303K	–	203
2016 Q4	$303K	Sell	7,434 -248	-3%	-$10K	0.04%	111
2016 Q3	$307K	Sell	7,682 -44	-0.6%	-$1.77K	0.04%	105
2016 Q2	$302K	Buy	7,726 +4,164	+117%	+$164K	0.05%	97
2016 Q1	$141K	Sell	3,562 -8,172	-70%	-$304K	0.02%	113
2015 Q4	$459K	Sell	11,734 -2,600	-18%	-$103K	0.08%	85
2015 Q3	$532K	Sell	14,334 -3,864	-21%	-$148K	0.11%	71
2015 Q2	$696K	Sell	18,198 -534,456	-97%	-$20.4M	0.16%	64
2015 Q1	$20.8M	Buy	552,654 +46,860	+9%	+$1.72M	5.49%	1
2014 Q4	$18.2M	Buy	505,794 +32,570	+7%	+$1.12M	6.06%	1
2014 Q3	$15.8M	Buy	473,224 +54,110	+13%	+$1.83M	5.64%	3
2014 Q2	$14M	Buy	419,114 +62,258	+17%	+$2.02M	4.92%	5
2014 Q1	$11.5M	Buy	+356,856	New	+$11.6M	4.52%	6

Other funds holding XLY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Signature Estate & Investment Advisors's XLY Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 27% in Q2 2026, selling an estimated $127K and leaving 2,910 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #518.

Signature Estate & Investment Advisors first reported a position in XLY in Q1 2014 and has held it in 19 quarters since. The position peaked at $46.2M in Q4 2024. 860 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Signature Estate & Investment Advisors held 2,910 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $341K as of Q2 2026.
Signature Estate & Investment Advisors sold 1,092 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $127K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #518 holding.
Signature Estate & Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2014 and has held it in 19 quarters since.
Signature Estate & Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $46.2M in Q4 2024.
860 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.