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

SMI 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	$367K	Sell	3,109 -8,927	-74%	-$1.04M	0.06%	48
2026 Q1	$1.31M	Sell	12,036 -6,576	-35%	-$769K	0.22%	25
2025 Q4	$2.32M	Sell	18,612 -10,720	-37%	-$1.27M	0.4%	21
2025 Q3	$3.49M	Buy	+29,332	New	+$3.36M	0.66%	15

Other funds holding XLY

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

SMI Advisory Services reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 74% in Q2 2026, selling an estimated $1.04M and leaving 3,109 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #48.

SMI Advisory Services first reported a position in XLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.49M in Q3 2025. 235 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

SMI Advisory Services held 3,109 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $367K as of Q2 2026.
SMI Advisory Services sold 8,927 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.04M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of SMI Advisory Services's portfolio in Q2 2026, its #48 holding.
SMI Advisory Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
SMI Advisory Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.49M in Q3 2025.
235 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.