Simon Quick Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Simon Quick 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	$12.5M	Sell	106,202 -44	-0%	-$5.14K	0.5%	30
2026 Q1	$11.6M	Buy	106,246 +6,893	+7%	+$806K	0.53%	31
2025 Q4	$11.9M	Sell	99,353 -27	-0%	-$3.2K	0.52%	30
2025 Q3	$11.9M	Buy	99,380 +2,278	+2%	+$261K	0.54%	29
2025 Q2	$10.6M	Buy	97,102 +94,740	+4,011%	+$9.69M	0.53%	31
2025 Q1	$233K	Buy	2,362 +508	+27%	+$55.1K	0.01%	508
2024 Q4	$208K	Buy	+1,854	New	+$198K	0.01%	441
2024 Q1	–	Sell	-2,654	Closed	-$237K	–	426
2023 Q4	$237K	Buy	+2,654	New	+$220K	0.02%	283
2023 Q1	–	Sell	-3,272	Closed	-$211K	–	297
2022 Q4	$211K	Buy	+3,272	New	+$228K	0.03%	219
2022 Q2	–	Sell	-658	Closed	-$61K	–	407
2022 Q1	$61K	Hold	658	–	–	0.02%	190
2021 Q4	$67K	Hold	658	–	–	0.02%	203
2021 Q3	$59K	Buy	658 +92	+16%	+$8.36K	0.02%	234
2021 Q2	$50K	Buy	566 +94	+20%	+$8.19K	0.01%	249
2021 Q1	$39K	Hold	472	–	–	0.01%	295
2020 Q4	$38K	Buy	472 +2	+0.4%	+$154	0.01%	273
2020 Q3	$35K	Hold	470	–	–	0.01%	238
2020 Q2	$30K	Hold	470	–	–	0.01%	258
2020 Q1	$23K	Buy	470 +92	+24%	+$5.43K	0.01%	274
2019 Q4	$24K	Buy	378 +2	+0.5%	+$122	0.01%	309
2019 Q3	$23K	Hold	376	–	–	0.01%	233
2019 Q2	$22.4K	Buy	+376	New	+$22K	0.01%	172
2018 Q3	–	Sell	-2,416	Closed	-$132K	–	345
2018 Q2	$132K	Sell	2,416 -2	-0.1%	-$106	0.06%	103
2018 Q1	$122K	Sell	2,418 -20	-0.8%	-$1.04K	0.05%	120
2017 Q4	$131K	Buy	2,438 +22	+0.9%	+$1.03K	0.06%	130
2017 Q3	$109K	Sell	2,416 -2	-0.1%	-$90	0.04%	181
2017 Q2	$108K	Hold	2,418	–	–	0.06%	87
2017 Q1	$106K	Hold	2,418	–	–	0.06%	113
2016 Q4	$98K	Buy	+2,418	New	+$97.7K	0.07%	123

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

Simon Quick Advisors's XLY Position: Q2 2026 in Review

Simon Quick Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.04% in Q2 2026, selling an estimated $5.14K and leaving 106,202 shares worth $12.5M. The position accounts for 0.5% of the portfolio, ranked #30.

Simon Quick Advisors first reported a position in XLY in Q4 2016 and has held it in 28 quarters since. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Simon Quick Advisors held 106,202 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $12.5M as of Q2 2026.
Simon Quick Advisors sold 44 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $5.14K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.5% of Simon Quick Advisors's portfolio in Q2 2026, its #30 holding.
Simon Quick Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and has held it in 28 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 Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.