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

Soltis 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 Q1	$8.2M	Buy	75,268 +64,583	+604%	+$7.55M	0.52%	46
2025 Q4	$1.28M	Sell	10,685 -949	-8%	-$113K	0.08%	190
2025 Q3	$1.39M	Sell	11,634 -972	-8%	-$111K	0.1%	173
2025 Q2	$1.37M	Sell	12,606 -38,606	-75%	-$3.95M	0.11%	155
2025 Q1	$5.06M	Buy	51,212 +35,858	+234%	+$3.89M	0.45%	63
2024 Q4	$1.72M	Sell	15,354 -76	-0.5%	-$8.13K	0.16%	133
2024 Q3	$1.55M	Sell	15,430 -3,288	-18%	-$307K	0.15%	134
2024 Q2	$1.71M	Sell	18,718 -6,808	-27%	-$605K	0.18%	125
2024 Q1	$2.35M	Buy	25,526 +416	+2%	+$37K	0.26%	106
2023 Q4	$2.24M	Buy	+25,110	New	+$2.08M	0.25%	103
2023 Q3	–	Sell	-5,182	Closed	-$440K	–	289
2023 Q2	$440K	Buy	+5,182	New	+$397K	0.05%	179
2022 Q1	–	Sell	-2,860	Closed	-$292K	–	282
2021 Q4	$292K	Buy	+2,860	New	+$285K	0.04%	211
2021 Q1	–	Sell	-21,984	Closed	-$1.77M	–	235
2020 Q4	$1.77M	Sell	21,984 -6,120	-22%	-$472K	0.33%	53
2020 Q3	$2.06M	Buy	+28,104	New	+$1.99M	0.49%	39

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Soltis Investment Advisors's XLY Position: Q1 2026 in Review

Soltis Investment Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 604% in Q1 2026, buying an estimated $7.55M and bringing the position to 75,268 shares worth $8.2M. The position accounts for 0.52% of the portfolio, ranked #46.

Soltis Investment Advisors first reported a position in XLY in Q3 2020 and has held it in 14 quarters since. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Soltis Investment Advisors held 75,268 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $8.2M as of Q1 2026.
Soltis Investment Advisors bought 64,583 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $7.55M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.52% of Soltis Investment Advisors's portfolio in Q1 2026, its #46 holding.
Soltis Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2020 and has held it in 14 quarters since.
1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.